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Update the ticket’s Organization field to the Installer name, from the form.
Add the organization’s account manager and David Ellis as a Watcher.
Set Reporter to the installer/requestors' email addressonboarding@goeverbright.com
Set Request Type to Company-specific Data Change
Use the Needs Configuration? Automation dropdown to select Integrated Finance
An initial response will be automatically sent to the customer, but since customer not copied it won’t be sent to them.
3. Update the CS ticket (created by the automation)
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Configure the product in the account according to the instructions
A note will be automatically sent to the customer, automatically those copied on the ticket when complete
5. Support will close the EB Product Update ticket
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No need to wait 24 hours - close as soon as config is complete