Suggested by Sebastian Baca – Completed
in FY23 referrals and RFA we used to get notifications email with the details of the RFA.
Can this be replicated in FY24 (in addition to the current updated process)?
Having the details helps since Partner Center has so many issues and it never works as expected since the new RFA process was introduced.
in addition, the email helped FRPs give validation of who we are and not having to reach out to the client "out of the blue". With the email, we can reply directly to the client and use the RFA details to validate our credentials as FRPs
Can this be replicated in FY24 (in addition to the current updated process)?
Having the details helps since Partner Center has so many issues and it never works as expected since the new RFA process was introduced.
in addition, the email helped FRPs give validation of who we are and not having to reach out to the client "out of the blue". With the email, we can reply directly to the client and use the RFA details to validate our credentials as FRPs
Status details
Hello! Thank you for submitting your Idea, especially the use case as this helps us to understand why this Idea would be so useful to partners!
This request has been escalated to the Referrals team for their feasibility review.
Regarding communication, there are two emails sent to a matched partner. The Referral Notification email alerts a partner to the fact that a customer has been referred. The email contains a link to FCU where a partner can review the details and accept the referral.
The second email is the Partner Assignment Notification. This email is sent to customer, partner, referral requestor, FPM, and account team. This is designed to do what you suggest above and formally tell the customer that you will be the delivery partner. You can directly reply to the client.
The purpose in splitting these two emails is so that the partner has an opportunity to review the customer and accept instead of setting up a possible scenario where the partner backs out of a referred engagement after the customer has already been introduced.
In FY23, we did not include the RFA details, but merely a link to a page displaying them in FCU.
Happy to leave this open a little bit in case there are any other suggestions on how to best leverage email and FCU together.