Create a success play for account onboarding

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Use this option to create a success play for successfully completing an account onboarding journey.

    Before you begin

    Role required: sn_acct_lc.ale_success_agent

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Navigate to the Account Onboarding Cases > All.
    3. Click New.
    4. In the Create New Account Onboarding Case page, select the customer account that is to be onboarded and click Continue.
    5. Click Create success play.
    6. Select Onboarding in the Category drop down field and click Continue
    7. Select Onboarding Case subcategory and select the Initiate a new onboarding journey activity.
    8. Select the customer account, enter a description and short description, select the products, and click Finish.
      The success play is launched and new onboarding journey is initiated for this account.