Title: | Account Update Requests | |
---|---|---|
Owner: | Deanna Collia | |
Creator: | Deanna Collia | Mar 03, 2023 |
Last Changed by: | Deanna Collia | Apr 19, 2023 |
Tiny Link: (useful for email) | https://goeverbright.atlassian.net/wiki/x/D4CTog | |
Export As: | Word · PDF |
Hierarchy
Children (10)
Handling Configuration Requests in Salesforce
Assigning Agents to CS tickets
Updating an Org's Legal Information
EverBright Account Update Form
Processing Account Update Request Form Tickets
Processing "New Financing Products Form Request" Tickets
Processing EverBright New Partner Onboarding Requests
Processing installer "EverBright - Pricing Update" tickets
How to process EB account downgrades/upgrades (remove or add cash and configured financing)
How should account cancellation requests be handled?
Handling Configuration Requests in Salesforce
Assigning Agents to CS tickets
Updating an Org's Legal Information
EverBright Account Update Form
Processing Account Update Request Form Tickets
Processing "New Financing Products Form Request" Tickets
Processing EverBright New Partner Onboarding Requests
Processing installer "EverBright - Pricing Update" tickets
How to process EB account downgrades/upgrades (remove or add cash and configured financing)
How should account cancellation requests be handled?
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