📌For full AIM Payments onboarding steps, refer to the main guide:

SOP – AIM Payments Onboarding ⬅️

📩 1. Collect Written Documentation

• All OpenEdge customers must provide written documentation via email explaining why they want to switch to AIM Payments.
• This documentation should be emailed to the Hardware Rep
• Once received, log the documentation in two places:
  • ✅ The customer's Salesforce Account
  • ✅ The shared OpenEdge Approvals Tracking Sheet

📝 2. Tracking Customer Transitions

• Add every customer who expresses interest to the tracking sheet
• Track:
  • If documentation has been received
  • If Biju and Jeremy or Michael Carroll have approved
  • The customer's stage in the transition process (Sales, Onboarding, Tech, etc.)

✅ 3. Once Documentation is Received

• Confirm receipt of documentation and approval on the sheet
• Once both Biju and Jeremy or Michael Carroll approve:

  • Submit a Sales Lead using the internal form

    Sales Lead Form

  • Set Type of Lead to:

    “Current Customer: Wants Payments Upgrade”

📞 4. Sales Process

• The Sales team will:
  • Reference the tracking sheet
  • Confirm documentation and approvals are in place
  • Proceed with the sale

🧭 5. Onboarding Process

• Once sold, the Onboarding team will:
  • Verify approval status in the tracking sheet
  • Enable the AIM Payments account if all is approved