Internal: How to Request Keys for Sage Intelligence
Description
Cause
Resolution
  1. Access the sales smartsheet titled Sales Requests: Mid-Market, BMS and X3: https://app.smartsheet.com/b/form/c8ddfb895fa84c84936e1c73be93b3bc?ss_v=158.0.2
  2. "Is this a partner inquiry or a direct inquiry?" select Direct Inquiry.
  3. "Is this a Direct Inquiry on behalf of a Partner?" select Yes or No.
  4. If you selected Yes in the above step, fill out the Partner information on the form, then continue on to step 5. If you selected No, continue on.
  5. For Sage sales representative, scroll all the way to the bottom and select zNA- CUSTOMER SERVICE USE ONLY.
  6. "Does your request relate to a new or exiting inquiry?" select New.
  7. For Product line select Sage 100c/ 100 Cloud.
  8. For Sage 100c / 100 Cloud / SPC/SHP requests select Activation Keys.
  9. For Request description select Other.
  10. For ISVs, add-ons and 3rd party solutions select NA.
  11. Enter the End Customer Account Name.
  12. Enter the End Customer Account Number.
  13. Enter the End Customer POC Name.
  14. Enter the End Customer Email Address.
  15. Indicate if the request is urgent (it usually will not be).
  16. For the Colleague or partner comments enter a summary of the issue at hand. For example: Please update the Sage Intelligence Keys as they are missing on the Partner Portal but are available in Fusion. The keys in Fusion are : vxxxxxxxxxxx_Gxxxxxx.
  17. Upload relevant files if applicable.
  18. Check mark Send me a copy of my responses field and enter your email address.
  19. Click Submit.
  20. You should expect to get a confirmation email upon submitting the smartsheet, a request received email once it has been assigned to a representative, and a request complete email once the issue has been resolved.

DocLink: How to register Sage Intelligence product

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