Activate an account

Complete the new account application process and send any necessary documentation to the new account holder.

Before you begin

Role required:

• For a business client: sn_bom_clo_b2b.manager, sn_bom_clo_b2b.account_lifecycle_agent, or sn_bom_clo_b2b.contact_lifecycle_agent
• For a personal client: sn_bom_clo_b2c.manager or sn_bom_clo_b2c.agent

Procedure

1. Navigate to All > Financial Services Operations > Workspace and select an Onboard new customer case.
2. In the Playbook tab, under the Fulfill and close step, select Activate customer.
3. Select the Number of the activate customer service task in the list to open the task.
4. Select Assign to me to claim the task if it is not already assigned to an agent.
5. Fill in all applicable fields, then select Close to complete the task.
6. Next, under Fulfill and close, select Send welcome kit.
7. If the task is not already assigned to an agent, click Assign to me to claim the task.
8. Fill in any applicable fields, then select Mark complete to complete the task.

Result

The Fulfillment stage and the Customer Lifecycle Operations case automatically update to show Closed Complete.