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 CS tick should look similar to this - CS-2363.
- Assignee = You
- Epic = Renew Financial Renovate/Benji 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.
...
| Requester | {Customer email: should be the email under "What's your email"} |
| Watchers | {Account Manager} Joe@sighten.io, |
| Summary | Benji Financing Products are Live in your Sighten account! |
| Comment | Hi {Customer}, Congrats, the Benji'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} |
...