Testing, training, and go-live
These phases are designed to involve customers in testing and confirm that they have received adequate training before the go-live date.
| Stage | Activity | Details |
|---|---|---|
| Testing & Training | The following tasks are available with the base system:
Select Mark Complete to go to the next stage. |
|
| Go-Live /Post Support | Go-live support case The primary case related to any onboarding issues that are a result of go-live. The onboarding team works with the appropriate teams to resolve any outstanding issues. |
After you have created the account onboarding case, you can perform the following activities:
- Select Discuss to start a sidebar discussion about this onboarding case. In the pop-up window, select the participants who must participate in the discussion, enter a brief message, and select Start discussion. A window appears with a link to the record for this onboarding case. Select Open record to open the record and start the discussion. When the discussion has been completed, you can see the details in the Activity stream.
- Select Create success play to create automated actions that must be performed during an engagement lifecycle. See Create a success play for details.
- Open the Activity stream and select Email from the More drop down list. Enter the required details and select Send email.Nota:You can send emails only to the team members associated with the account.