Go-live and post support
This phase addresses issues that arise at go-live and coordinates resolution across the relevant teams to complete the account onboarding process.
| Stage | Activity | Details |
|---|---|---|
| Go-Live / Post Support | Change request for deployment | Creates a change request to manage and tracks the deployment activities required for go-live. |
| Go-live support case | Creates the main support case related to any onboarding issues that result from go-live. The onboarding team works with the appropriate teams to resolve any outstanding issues. Select Mark Complete to close this stage. |
After you create the account onboarding case, you can perform the following activities:
- Select Discuss to start a sidebar discussion about the onboarding case. In the pop-up window, select the participants for the discussion, enter a brief message, and select Start discussion. A window appears with a link to the record for this onboarding case. Select Open record to open the record and start the discussion. After the discussion is complete, the details appear in the Activity stream.
- Select Create success play to create automated actions to perform during an engagement lifecycle. See Create a success play for details.
- Open the Activity stream and select Email from the More list. Enter the required details and select Send email.Note:You can send emails only to team members associated with the account.