Add important contacts to a client's application. This activity creates a child case that manages the contact creation process.
Antes de Iniciar
Role required: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.relationship_manager, or sn_bom_clo_b2b.contact_lifecycle_agent
Procedimento
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Navigate to .
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Select a Customer Lifecycle Operations case to work on.
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In the playbook, click Add Contacts, then click Add New.
A new child case appears in the row beneath the parent case tab.
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In the upper right-hand corner of the screen, Click Save.
Under the
Playbook tab for the child case, you see three stages:
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Once you have completed the Initiate stage, click Submit.
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Repeat as necessary to create cases for all required company personnel.
O que Fazer Depois
Return to the parent case and continue the Customer Lifecycle Operations workflow.