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Credit qualifications are only valid for 90 days60 days, however DP will grant a one-time 30 day extension. If an installer is seeking a milestone extension, first check the expiration date on the credit.
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If the credit has expired, DP will not approve an M1 extension. The installer needs to cancel the workflow, requote, rerun credit, generate a new contract, and complete all milestone tasks:
'Hello,
The credit qualification is expired; therefore, we are unable to grant a milestone extension for M1. To proceed, you will need to re-run credit, create a new quote and contract, and complete all milestone tasks per the new workflow inclusive of the welcome call.
Regards,'
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If the previous contract was generated using expired pricing, the installer will have to requote with updated pricing. EB will not honor expired pricing for pre-M1 cancellations. |
For M2 requests only
**Effective 02/23/2023 No M2 extensions will be granted. This will impact all current and future workflows. Any workflow that is past the 120-day deadline will be canceled. To continue, the customer will need to rerun credit, requote using updated pricing, and sign a new agreement.
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If an installer is requesting an M2 extension and there are extenuating circumstances, tag Logan Teague or Alexander.Cuesta in the ticket and ask them to review it.
If an Account Manager is requesting an extension of M2, the agent should create a Jira ticket, if one has not been created already. Advise the Account Manager only to reach out to Richie Slaney (Unlicensed) and close the ticket.
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Back in the ticket, ‘reply to customer’ with the following canned response with a screenshot included:
Hello,
Thank you for contacting EverBright support. We are pleased to inform you that milestone extensions can be requested in the Operations phase of the platform. Please follow the instructions below to submit your request:
Navigate to the Operations phase of your workflow.
Select the milestone needing an extension.
Click on the ‘Request Milestone Extension’ task.
A window will pop up allowing you to add others to the request and/or leave a custom note for deal processing.
Click ‘Send’
That’s it! An extension request will automatically be sent to deal processing for review. No further action is required on your part. Please allow 1-2 business days to complete the review. The result will be posted in the milestone feed section of the platform (see screenshot below for details). We are closing this ticket. Feel free to reach out if you need additional assistance.
Regards,
Once the milestone extension request has been sent to DP, the ticket can be closed.
Resolution type - account management
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No M2 extensions will be granted. Otherwise, add deal processing to the request participants field before replying:
Deal Processing team:
[Organization], copied on this email, is seeking an extension for [customer name and address] for milestone [x]. Please let us know if this is approved or if you need additional information.
Thanks,
Other than the initial request above, any follow-up communication with DP should be done using internal notes. If DP has not responded within 2 full business days, on the third business day, the agent should use the ‘Waiting for Deal Processing’ status for all DP requests. DP will not be utilizing Slack to process Support requests.
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