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.
...
- 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 the Renew products the customer would like to quote.
- Daniel Etra (daniel@renewfinancial.com) should Yader should appear as a requester in the email
- The ticket will look something like this:
...
| Requester | {Customer email: should be the email under "What's your email"} |
| Request Participants | {Account Manager} Quentin@sighten.io, |
| Summary | Renew Financial's Products are Live in your Sighten account! |
| Comment | Hi {Customer}, Congrats, the Renew's products are now live in your account! [Here|https://sighten.atlassian.net/wiki/spaces/SS/pages/463568915/Renew+Financial] are some training materials on how to best quote Renew in Sighten. Please feel free schedule a time with your account manager, {Account manager name}, to receive additional training on how to best quote the new product. Here is a {[link|account manager calendar link]} to his calendar. Please let us know if you have any follow up questions and have a great day! {Sighten Warrior} |
...