Create an account onboarding case

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • When the customer service agent creates an account, an account onboarding case is generated.

    Antes de Iniciar

    Role required: sn_acct_lc.agent

    Procedimento

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Account Onboarding Cases > All.
    3. Select New.
      The account onboarding playbook is launched. You can configure the various activities and create the account onboarding case. See Set up the account onboarding playbook for details.