Disclaimer: Newly added CRM products have about a 10 minute delay before they are recognized in Vortex. As such, services should added to beta accounts preceding any beta onboarding calls.
For existing REDX accounts (active or cancelled):
Change status to Beta
Go to Update Services (aka Quote Tool) tab
Add services included in beta (any services previously paid for by the user will now be free)
Process changes
For brand new users:
Go to internal signup
Create new user as a "Beta signup"
Select included beta services
Process payment as "External"
Make sure account is created with "Beta" status and change to such if not
Make sure Welcome email is sent (this includes their sign-in info)
If you have any questions, slack your supervisor.
They would love to help you!
8:00 AM - 4:00 PM MST
Monday - Friday