Processing Swell Financing Requests

Swell has multiple requests that that they can make. Below is how to process their financing product requests.

1. Onboarding form will be sent directly to Support

• The email will be sent from either Swell. Typically Seth, Anson or Tim Ramage will be the reporters

2. Update the requester, add account manager to the request participants

• Update the requester’s email and organization name in the SS ticket.

• Add the organization’s Sighten account manager to the request participants

3. The CS ticket will be created automatically

• Find the automatically generated linked CS ticket (you may need to refresh your SS ticket to see the linked ticket)

• Add assignee names based on workload https://sighten.atlassian.net/secure/Dashboard.jspa?selectPageId=12042

• Add component (company name)

• An initial response will be automatically sent to the customer

4. 4. Account is configured (by config team)

• Configure the product in the account according to the instructions

5. Once CS ticket is completed, Jira automation will:

• Send the customer an email providing info on how to use the product and how to set up training