Testing, training, and go-live
These two phases are meant to ensure that customers have been involved in testing and have received adequate training. This ensures that all the steps are complete before the go-live date.
| Stage | Activity | Details |
|---|---|---|
| Testing & Training | The following tasks are available with the base system:
Click 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 will work with the appropriate teams to resolve any outstanding issues. |
After you have created the account onboarding case, you can perform the following activities:
- Click Discuss to start a sidebar discussion about this onboarding case. In the popup window, select the participants who need to participate in the discussion, enter a brief message, and click Start discussion. A window appears with a link to the record for this onboarding case. Click 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.
- Click Create success play to create automated actions that need to 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 click Send email.Note:You can send emails only to the team members associated with the account.