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 CS tick should look similar to this - CS-2363.
- Assignee = Vlad
- Epic = Renew Financial Configurations
- Place contractor ID in the description of ticket
- Copy the products the contractor would like to Quote from the support ticket
- Copy the name of the installer into the description of the ticket.
- Instructions on how to make a linked CS ticket from Support are /wiki/spaces/SS/pages/111116328.
4. Account is configured
- Vladimir Ivanovic (Unlicensed) will configure Configure an account with Renew products according to the instructions here.Marko Spasic will QA account and move into UAT when done. The assignee will be the reporter of ticket
5. Support will respond account and let them know the products are live
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| Requester | {Customer email: should be the email under "What's your email"} |
| Watchers | {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} |
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