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Document Changes
Configured Financing Changes
Operations changes
Adding Channel partners
Equipment Requests (adding modules or inverters to our database)
Incentive changes
The only account exempt from this is Swell.
Customer
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Requests Starting 11/2/
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For customers with the below requests, please reply with the pre Nov. 2 email.
Proceed with sending to the configuration team according to the company data changes requests protocol.
Customer Requests Starting 11/2/20
For customers with the below Tag the account manager and add them as a watcher. Let them know we need a form from the customer.
Slack the account manager as well with a link to the ticket and let them know a form is a required.
For customers with the aforementioned requests, please reply with the Nov. 2 email.
Leave the Place ticket in waiting for customer“Waiting for Typeform.” This was previously a ticket reserved for Onboardings; however, we will use this status so we can more easily keep track of these requests.
Once the form comes in, we should link the ticket with the form request
Respond with this email
Close the customer direct request as a duplicate.