Requests to enable Neiram/HeartBeat 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 email is generated after SolKraft fills out a Typeform.
Add account manager as a watcher
2. Make a CS ticket using “Needs Configuration” field drop-down
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Send the customer an email providing info on how to use the product and how to set up training
6. Close the SS ticket after 24 hours
If the customer hasn’t responded, close the ticket - otherwise respond to their question (Here is a link to account manager’s calendars)
4. 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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Requester
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{Account contact email}
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Participants
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Watchers
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{Account Manager}
joe@sighten.io,
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Summary
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SolKraft's Products are Live in your Sighten account!
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Comment
Hi ____,
We're excited to announce your Sighten account is ready for launch. Soon you will receive a new user registration email to set up your password.
We offer live training sessions weekly. Please sign up for a session here.
Please visit these helpful video training links to get started:
Sighten Full Sales Training (~1 hr.)
Sighten Admin Training (~22min.)
How to Sell Solkraft in Sighten (~5min.)
We are grateful for this partnership and look forward to supporting our continued growth. Please do not hesitate to reach out to support@sighten.io for any other Sighten related questions.
Best,
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Create a KNOW ticket, assigned to Tucker, to send a training email through hubspot to active users in the organization