Account onboarding

With the account onboarding solution, service providers can repeatedly define, measure, and collaborate with customers on the activities needed to onboard rapidly.

Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.

• Account onboarding landing page
  Get real-time visibility into your onboarding cases and track your onboarding tasks.
• Manage account onboarding cases
  Work through the activities in the account onboarding playbook to manage an account onboarding case from creation through go-live and post-support.
• View account onboarding cases in the CSM portal
  View the account onboarding case records or case task records on the Customer Service Management (CSM) portal.
• Recommended actions available with account onboarding
  Use the predefined recommended actions that are available with the base system during the account onboarding process.
• Create a success play for account onboarding
  Use this option to create a success play for successfully completing an account onboarding journey.
• View related items
  The Related Items component provides access to related list items associated with your account onboarding case.
• Account onboarding knowledge base
  Several knowledge base articles are provided for account onboarding.

Parent Topic:Use Customer Success Management