How to process a financial product How to process incentives requests from a customer. Below are the different types of financial requests and how they should be handled.
1.
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- IThings to check:
- Do they have a Premium or Pro subscription? Only Premium and Pro accounts can customize their contract.
- 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 appear as a requester in the email
- The ticket will look something like this:
2. Asking to add an integrated product
- Renew will respond to the ticket with the contractor ID
3. Make a CS ticket
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- 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.
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Account SRECs
- Requirements
- Have they provided SRECs in the format we require? See requirements /wiki/spaces/SS/pages/105840651.
- If the requirements have not been met:
- Please send them /wiki/spaces/SS/pages/
4. Account is configured
- Vladimir Ivanovic (Unlicensed) will 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
- Support team will receive notice ticket is in UAT.
- Support will send customer email below and assist in setting up a time for training.
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{Account Manager}
Quentin@sighten.io,
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Renew Financial's Products are Live in your Sighten account!
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Hi {Customer},
Congrats, the Renew's products are is now live in your account!
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- 105840651 and let them know we are happy to add them once the form is returned.
- After verifying the requirements have been fulfilled, the support person can configure the SREC's! See instructions here
- Respond to customer when you have completed the SREC configuration.
2. Other Incentives
- Requirements
- Have they provided the correct information? We need a DSIRE or other link to the Incentive program to make updates. Incentives affect the entire platform so we need to be sure the data is accurate.
- If the requirements have not been met:
- Please send them /wiki/spaces/SS/pages/
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Please let us know if you have any follow up questions and have a great day!
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- 534282244 and let them know we are happy to add them once the form is returned.
- After verifying the requirements have been fulfilled, please create a CS ticket. Instructions on how to create the ticket here and instructions on the assignee here.
- Place SS ticket in the Workflow status in "Needs Configuration".
- Once the ticket is UAT (you can see ticket status under linked issues) communicate to the customer their request has been fulfilled and close the ticket