Support routinely receives requests to update configured financing options.
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If there is no information in this field, log in to the platform as the org and check their configuration settings to see if they already offer options from the lender they are requesting updates to. If not, check with their account manager before proceeding. (NOTE: Ignore this step for training ONLY.)
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Since the org in this example(above) already offers configured financing options from Energy Loan Network, we can proceed with their request.
If this is a new request for configured financing
send a slack message to James Lee for approval
If approved, proceed with the request
If denied, ask the AM to follow up with the customer
4. Back in the SS ticket, under “Needs Configuration?”, select Configured Finance and then refresh the page.
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