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.
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✅ 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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