Processing SolKraft/HeartBeat New Partner Requests
- Kira Gaza
- annelouise
- Samantha Lieberman
Requests to enable Neiram/HeartBeat products and partners will come directly to Support and can be completed by the support team! Below are the steps.
1. Onboarding form will be sent directly to Support
The email is generated after SolKraft fills out a Typeform.
Add account manager as a watcher
2. Make a CS ticket using “Needs Configuration” field drop-down
Select “Integrated Financing” from the Needs Configuration field in the SS ticket, then navigate to the CS ticket and select:
Assignee = CS Team Members
check the [configuration workload dashboard|https://sighten.atlassian.net/secure/Dashboard.jspa?selectPageId=12042] and assign to employees with fewest tickets
Epic - Solkraft/Heartbeat Configurations
Component - customer org name
Once you create the automated CS ticket by selecting “Integrated financing” - an automated initial response will be sent to the customer
4. Account is configured (by config team)
Configure the product in the account according to the instructions here.
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
Create a KNOW ticket, assigned to Tucker, to send a training email through hubspot to active users in the organization