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- These are inquiries on billing, cancellation, subscription changes, and requests for company/team trainings, status checks, inquiries about EB, etc).
i. For cancellation requests, follow the Cancellation Request SOP. Please make sure to include slack the Account Owner as a WatcherManager as a heads up.- An organizations Account Owner can be found on the Support Salesforce Dashboard in Quicksight or in SalesForce.
ii. For requests to update billing information , assign to @Sarah - Jane. She will then send instructions on how customers can update their billing information here.
iii. For training requests, please respond by sending them a link to their Account Manager’s calendar to schedule the best time for training. Then, send a follow-up to ensure that an appointment has been booked. Account calendar links can be found here.
iv. Otherwise, support will re-assign ticket to the Reporter’s organization’s Account Owner. An organizations Account Owner can be found on the Support Salesforce Dashboard in Quicksight.or request about joining the platform please have them sign up for time by following this link.
7.) Onboarding
- These are emails automatically sent to Support to initiate the /wiki/spaces/SS/pages/2408251549/wiki/spaces/SS/pages/2408251549 to the platform or/wiki/spaces/SS/pages/2459828319
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