Support receives a request to cancel an account. The request could come directly from the installer or from an EverBright employee or shared mail such as David Ellis (onboarding@goeverbright.com) or James and Joe (Sales/Account management).
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Change Request Type to "Account Management".
Add the Account Manager, allsales@goeverbright.com and annelouise as as Request Participants.
Make sure the org's name is filled in
If the request came from the customer -
Hello,
Thank you for reaching out and we are sorry to see you go. We wish you all the best in your future endeavors!
Have a great day!
Regards,
(Your Name)
If the request came from an internal party -
Do not send a reply and do not add customer contact information on the ticket
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