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Manage account onboarding cases › Account onboarding › Use › Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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 Account Onboarding Cases > All.

  3. Select New.

    The account onboarding playbook is launched. You can configure the various activities and create the account onboarding case. See Configure the account onboarding playbook for details.

Parent Topic:Manage account onboarding cases