Castor Group Level in the portal for billing purposes
Clients will go under this level. Implementations will need to know who to bill when setting up each client since they are/can be different.
Known clients:
Reseller - Renovo - Castor is going to do the funding, invoicing and funding would go through Castor
Directly - Aura - this would be invoiced directly.
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Castor Contract Exhibit B: https://dashsolutions.lightning.force.com/lightning/r/Opportunity/0065d000017pxe9AAA/view
Sales will need to provide the following information for each client in Salesforce:
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Castor clients that want to do physical - if they want to do physical first, they have to go through the portal.
Castor will need to know the API ID’s associated to each client, this will need to be established on who we need to send this to via email at Castor.
API and SFTP How To (API IDs and SFTP set up)
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