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Project - Customer Success
Issue Type -
- Doc - This should be selected for all document requests
- Onboarding - This should be selected for all onboarding requests
- Int Fin - This should be selected for all integrated financing requests
- Config Finance - This should be selected for all configured financing
- Task - This is the default and should be selected when the request does not fit into the above
Summary - Title of the ticket, a brief description of the context
Compontent - Enter the customer name. If not yet in database, enter other and it will be added later.
Due Date - The date the ticket is supposed to be completed by. The SLA from receiving a task to completion is 3 workdays.
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- Installer Configurations - This includes contract changes, product changes, general updates to the existing user accounts
- Installer Onboardings - The onboarding tickets
- Solar+ Onboardings - The Solar+ onboarding tickets
- Public Data Configurations - These tickets are for adding in information we don't currently have offered on the platform, specifically products and equipment
- Internal - Tickets for the internal purposes of Sighten
- Benji/ Renovate
- Lifestyle Configurations
- Loanpal Configurations
- Renew Financial Configurations
- Sunlight Configurations
- SolKraft/HeartBeat
- PACEFunding Configurations
- Ygreene Configurations
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