Create an account onboarding case

When the customer service agent creates an account, an account onboarding case is generated.

Before you begin

Role required: sn_acct_lc.agent

Procedure

1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer menu item in the list and select Accounts.
3. Select New to create a customer account.
4. Follow the instructions to create an account and select Save.
5. Navigate to the account that you’ve created and select the Cases tab to view the newly created account onboarding case.
6. Select the link to launch the Account Lifecycle Events playbook.
   See Using the Account Lifecycle Events playbook for details.