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.
On the page they can click on the below
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.
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.
📌 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
✅ Add Customer DD to PartnerPass (Pathward Third Party Application)
Due Diligence information from the contract in Salesforce will contain the information needed to complete, if anything is missing you will work with the sales person to get information needed from the customer.
✅ Add Customer Information to Dash Portal
Implementation Manager to reach out to client to place order
Obtaining CC info over the phone.
Input CC information into the portal Credit Card Order > Order and Fund Card
Who is ordering the card? - Implementation Manager
Implementation Manager to make a note to come back to portal in 2 days and confirm the VFA load
Confirm the VFA is loaded with the Credit Card Funds, if so place order and ship to client.
‼️ Notes:
For XNET set up please note the hierarchy:
(L1) Prepaid Technologies Inc, 664682
(L2) PT MetaBank Corp Purchasing, 693072
(L3) Referred Corp Purch Business, 698559 - set up incoming clients under this in the hierarchy.
(L4) Twic Program, 873077 - This is the TEST PROGRAM
For Portal set up please note the following:
Set up under TWIC GROUP
*Product Type:
Corporate Payments
*Product Selection:
Visa- IVR- Corp Purch- No Cash + International- Personalized
*Set Up a Virtual Funding Account
*Sub Program ID - TMP104438 - Purchasing- No Cash- Personalized
*Package ID - TMP162456 - TWIC Visa PW
***In the initial Set Up of the client make sure that you choose set up: Allow Client to order/Load at one time