Create a customer success choice record

Create a record to set up the categories for the customer success choices.

Before you begin

Role required: sn_ti_core.write

Procedure

1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer Success > Customer Success Choice and click New.
3. Enter a name for the Customer Success choice.
4. Select the category as Customer Success Definition from the list.
5. Select the dependent category from the list.
6. Enter a description for this record and click Save.
   The customer success choice record you create will be available as a sub category when you create success plays.