In order to be eligible for the adoption funds you need to have a success plan owner on your success plan and that owner need to be from the customer email-domain.

Here is how you as a PARTNER can do it:

1
Find the success plan and make sure it is all 100%
2
Click on 1. Business Case and wait for page to load. Then click teams

 

3
Make sure you have these roles

 

4
If you are missing Success Plan Owner , click add and add him.

 

5
Now go back up to the success plan and click the gear icon and Edit members

 

6
If you do not see a customer plan owner click add/edit members

 

7
Select the customer owner from the drop down list

 

8
Now you are ready to submit your offer request. Click on Offers and continue or “Learn more”

 

9
Associate the success plan which now has a owner

 

10
Attach any aditional files and click submit.

 

Customer Success Plan Owner now has to approve the project in the fasttrack portal.

Advertisements