Processing Swell New Partner Requests

Swell has multiple requests that that they can make. Below is how to process their new partner requests.

1. Partner requests form will be sent directly to Support

• The email will be sent via as a Typeform. It should look something like this.

• Make the reporter: Ahmad Murphy (amurphy@swellenergy.com).

• Add as request participants skielas@swellenergy.com , peter@swellenergy.com

• Mark the ticket as a Company Specific Data Change

• Mark the account manager (of the partner) on the SS ticket as a watcher (look on the QuickSight “Support Salesforce” dashboard

• Provide the initial response

2. Make a CS ticket 

• The CS tick should contain:

  • Assignee = CS Team Member

  • QA Assignee = QA Team Member

  • Epic = Swell Configurations

  • Ticket Type = Int Fin

  • Component = Swell Financing

• Instructions on how to make a linked CS ticket from Support are here.

3. Account is configured

• Configure the product in the account according to the instructions here. 

4. Once CS UAT is complete, Support will close the ticket.

• Support team will receive notice that CS ticket is done, and new workflow status will read “waiting for customer”

• After 24 hours, if customer does not reach back out, Support will change SS ticket workflow from “waiting for customer” to “closed”