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1. Adding and changing non-integrated (configured) financial products
Here’s a list of finance products we configure and details about them: /wiki/spaces/CON/pages/2638577679
Except for top tier customers, who get prioritized service here /wiki/spaces/CON/pages/688455681, customers must submit changes to their account, including configured finance requests, by Typeform. The SS ticket will be created automatically and have the subject: "Financing Options Survey: <Org Name>" It will look something like this:
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Log in to their Sighten Account as Sighten Admin - first check 'organization settings' > partnerships. If you see any of the integrated financiers listed, then confirm integration status by navigating to configuration settings > financing products - choose "active" then look at parent products' "integration status" under the Product Attributes heading
If yes, then send them a note indicating that the integrated financing is already active on their account. Send them links on how to use it and how to schedule training (note - there are sample emails in the SOPs for each integrated partner that can be modified for this purpose. How to process new and changes to financier and other integrated servicesfinancing
If no, then send them the link to apply to the respective financiers following process here: How to help a customer apply for integrated financing and other integrated services
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