Begin the Customer Lifecycle Operations application process by creating a CLO case for review.
Before you begin
Role required:
- For a business client: sn_bom_clo_b2b.manager or sn_bom_clo_b2b.relationship_manager
- For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.relationship_manager
Procedure
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Navigate to .
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Click the lists icon (
).
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In the upper right-hand corner, click New.
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From the Create a new case menu that appears in the middle of the screen, select a service.
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Click Create.
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In the upper right-hand corner of the screen, click Save.
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If you are the agent that will be handling the case, select Assign to me.
If not, select the agent who will handle the case.
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Click the Playbook tab.
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Fill in any applicable fields, then click Create Account.
Result
A Customer Lifecycle Operations case is created and assigned to an available agent.
What to do next
Continue to Add contacts.