A Client/Customer goes to http://www.twiccard.com and will go to ORDER NOW (This will taking them to the 'Ordering' Tab) if they don't just go directly to that tab itself.
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This is the form. This form inputs the information and flows directly to Salesforce where an alert is generated for Wally/Tom to reach out to the customer to work on getting an agreement signed and collecting the Due Diligence.
Per Anna the commercial contract is what is to be used by the sales team.has agreed that NR 6 month reward can be the product
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Once the sales cycle is complete and the sale is Ready for Implementation the alert will go to the team like it does today (Abby and Debbie). This then can be assigned out like the normal FastTrack.
🤝 TWIC Closed Deals email from Salesforce will go to Abby, Mallory, Tiffany, Ashley. Tiffany will be responsible for assigning out to work (will be Tiffany for now to assign out and work).
Entire team will be trained on process in event that Tiffany is out and/or process is transitioned.
📌 Ready to Implement📌
✅ Utilize the Onboarding 101 Checklist to do the implementation process. Ensure you are doing this step FIRST
✅ Add Client ID to FISXNET
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For XNET set up please note the hierarchy:
(L1) Prepaid Technologies Inc, 664682
(L2) PT MetaBank Corp PurchasingRewards NR, 693072681287
(L3) Referred Corp Purch Business, 698559 - set up incoming clients under this in the hierarchy.
(L4) Twic Program, 873077 - This is the TEST PROGRAM
Clients are set up here under at Level 4
For Portal set up please note the following:
Set up under TWIC GROUPREWARDS
*Product Type:
Corporate PaymentsNR Rewards
*Product Selection:
Visa- IVR- Corp Purch- No Cash + International- PersonalizedBlue Geo NR Reward - 6 month
*Set Up a Virtual Funding Account
*Sub Program ID - TMP104438 - Purchasing- No Cash- Personalized*Package ID - TMP162456 - TWIC Visa PWSubprogram Id - 103596
***In the initial Set Up of the client make sure that you choose set up: Allow Client to order/Load at one time