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IMPORTANT NOTE: the configured finance typeform also contains a section for integrated financing products. If they indicate that they want to apply, or already quote it but want to add it to SightenEverBright, confirm the following:
Log in to their Sighten EverBright Account as Sighten EverBright 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 integrated financing
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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