Requests to enable Renew Financial products and partners will come directly to Support and can be completed by the support team! Below are the steps.
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- The email will come from Typefrom and the subject will always be "Renew survey submitted: {Organization Name}."
- The email is generated when a Sighten partner is approved to sell Renew
- The body of the email should confirm that an organization has been approved to quote the HDMC product in Sighten.the Renew products the customer would like to quote.
- Daniel Etra (daniel@renewfinancial.com) should appear as a requester in the email
- The ticket will look something like this:
2.
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- Here are instructions on how to confirm if an organization is already on the system. In most cases, the organization will be a direct Sighten partner.
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Receive contractor ID from Renew
- Renew will respond to the ticket with the contractor ID
3. Make a CS ticket
- Depending on whether or not the organization is already on Sighten, please take the appropriate step:
- Send the invite from HDMC to create the organization using the create new account process. Instructions are here. This is unlikely. If the customer is not on Sighten, please reach out for organization address and Sighten Admin user information.
- If the organization is already on the platform, use the partnership process already for organizations on the platform outlined here. This will be the process the majority of the time.
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| Requester | {Customer email: should initially be a requester} |
| Request Participants | operations@hdmcap.com petergregory@hdmcap.com, Quentin@sighten.io, {Account Manager} |
| Summary | HDM Capital Prepaid PPA Live in your Sighten account! |
| Comment | Hi {Customer}, Congrats, the HDMC Prepaid PPA is now live in your account! Please schedule a time with your account manager, {Account manager name}, to receive a training on how to best quote the new product. Here is a {[link|account manager calendar link]} to his calendar. Additionally, HDMC offers a training on how to best process a job post contract signing. We highly recommend you attend the training. Peter Gregory of HDMC gives the training and here is a link to his calendar - https://meetings.hubspot.com/petergregory. Please let us know if you have any follow up questions. Have a great day! {Sighten Warrior} |
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