Create a success blueprint

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Use this option to create a success blueprint or a template to create automated activities that need to be executed during the engagement lifecycle.

    Before you begin

    Role required: sn_acct_lc.ale_success_agent

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. On the Success landing page, click View engagement and then click Create success blueprint.
    3. Select a subcategory that aligns with your goal.
      The activities displayed are filtered based on the subcategory you select here.
    4. Select the activity that must be completed to achieve your goal.
    5. Click Next to continue.
      Based on your previous selections, you are prompted for additional details in the next page.
    6. Click Finish.
      You will see a notification indicating that the success blueprint has been created. When the tasks are completed, the work notes are updated indicating that it is complete.