Customer Signup Process: Sales Tool, Salesforce Attachment, and Identity Creation

To sign a customer up for QuickBooks Online and attach the sale to a case, follow these steps in the Care Console and Salesforce:

1. Verify Prerequisites Ensure the customer Account and Contact do not already exist in the system.

2. Create Identity Use the Create/Search Identity tool to generate the new Account and Contact records.

3. Access the Sales Tool

   • Select Agent Tools from the main menu of the Care Console.
   • Click the Core Tools menu and choose the Sales Tool link.
   • The Sales Tool will open in a new tab within Salesforce.

4. Process the Signup

   • Select the appropriate signup type using the guided process.
   • Collect the customer’s personal information (name, email, username) and billing details.
   • Complete the order information to determine the correct product.

5. Record the Company ID Once the sale is complete, copy the Company ID from the confirmation page and provide it to the customer.

6. Verify the Sale

   • Return to Agent Tools in the Care Console.
   • Select Backend Dump Tool from the Core Tools menu.
   • Enter the Company ID from the sale confirmation to search and verify that the sale processed successfully.