Embedded Files
Where to Go For What
Where to Go For What
(Updated 7/9/21)
Member Services will support AEs with the following tasks:
Process a Refund
Process Upgrade to Annual Membership
Process Downgrade from Annual Membership to Quarterly
Free Trials that want to Upgrade Early.
To ensure the above customer requests get processed quickly and efficiently, AEs will now use the following online form titled: Member Services Post-Sale Membership Change Request Form to send directly to Member Services (link to form below):
Click here for: MEMBER SERVICES - POST SALE MEMBERSHIP CHANGE REQUEST FORM
Just follow the easy step-by-step instructions
Amy Stuart will support AEs with the following tasks:
Resend Welcome Email / Login Credentials
Requests for Invoices After Sale
Process POE’s Added After Sale
Process RBI Sales
Slack @AmyStuart with any of the above tasks.
Forward Cancellation and/or Escalation emails to: customerservice@advisorycloud.com
Page updated
Report abuse