---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Configure

# Configure Customer Success Management {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Configure Customer Success Management to support your customer success journey. Use this reference to find configuration tasks for installation, account onboarding, and customer success capabilities.
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| Task | Description |
|-|-|
| [Getting started with Customer Success Management](https://www.servicenow.com/docs/4Tc1T~I~1qtUhSKJ2XPhZw "Learn how to activate Customer Success Management and review the plugins that are activated with it.") | Installs Customer Success Management and related plugins. |
| [Configure the account onboarding playbook](https://www.servicenow.com/docs/SyTqB5xRptBdMHhiS78t1A "Customize the account onboarding playbook to your organization's onboarding process by configuring its activities, tasks, data validation rules, and data import behavior.") | Configure the account onboarding playbook including its activities, tasks, data validation rules, and data import behavior. |
| [Configure customer success](https://www.servicenow.com/docs/jihIXpce4dSlIJ0J7ktBHg "Customer success capabilities help you monitor and manage the health of customer accounts throughout their lifecycle. Configure these capabilities to track engagements, identify risks, and support retention goals.") | Configure the customer success capabilities to track engagements, identify risks, and support retention goals for your organization. |
[Table 1. Customer Success Management configuration]

{#account-lifecycle-events-landing-page__table_xzs_ls1_zfc}