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 email will come from Typefrom and the subject will always be "Renew survey submitted: {Organization Name}."
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. Yader should customer should appear as a requester in the email
The ticket will look something like this:
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Add account manager as a requester
Send an initial reply to the customer
2. Receive contractor ID from Renew
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3. Make a CS ticket
The CS tick ticket should look similar to this - CS-2363.
Assignee = CS Tam memerTeam member
Epic = Renew Financial Configurations
Place contractor ID in the description of 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.
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Configure an account with Renew products according to the instructions here.
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} Joe@sighten.io, |
Summary | Renew Financial's Products are Live in your Sighten account! |
Comment | Hi {Customer}, Congrats, Renew's products are now live in your account! Here are some training materials on how to best quote Renew in Sighten. Please feel free to 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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