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 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
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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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