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These customers are existing users of the platform, however new to EverBright Product or Products

Please see SOP on the EB Onboarding APPROVAL ticket here: Processing EB Onboarding APPROVAL tickets

1. Onboarding form (ticket) will be sent directly to Support

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  • Support will send an internal comment to David Ellis asking if approved to push live (Note: automate this step once config ticket closes - TBD)

    • Slack David for an update within 24 hours if not received

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