| Scroll export button | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Info |
|---|
This Documentation describes how to use Partner Community, starting from lead creation and ending with managing opportunities. Created: December 2021 Updated: August 2023 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
| Table of Contents |
|---|
Get Started
...
You have access to the different menus:
- 30280979Wildix Partner Community Guide - view news & updates, submit a case, etc.
- 30280979Wildix Partner Community Guide - create and manage Leads
- 30280979Wildix Partner Community Guide - create and manage Accounts for companies you plan to sell to
- 30280979 Wildix Partner Community Guide - create and manage Opportunities that refer to the high probability of generating sales revenue
- 30280979 Wildix Partner Community Guide - create and manage Contacts
- 30280979 Wildix Partner Community Guide - manage proposed prices of products/ services
- 30280979 Wildix Partner Community Guide - create and manage orders
- 30280979 Wildix Partner Community Guide - create and manage business activities
- 30280979Wildix Partner Community Guide - generate and manage reports
Home
From the Home page, you can access 30280979Wildix Partner Community Guide, quickly create new Leads and Accounts, submit a case. The Search Field allows you to find any information.
...
From the Options Panel, you can edit the Project, generate a 30280979 Wildix Partner Community Guide, add Notes, clone it. Follow and Change Owner options allow other colleagues of your company to track the Project and change its Owner
...
From the Related Details and Actions Panel, you have access to all the detailed information connected with the Contact: you can review Contact History, Notes, upload files, create Tasks and upload files
Quote
Quotes represent proposed prices for products and services. Quotes can be created from and synced with Projects and emailed to customers.
Create a Quote
Select a Project you want to generate a Quote for and click Create Quote button:
...
When CLASSOUND support agent replies/ posts a question, you should receive an email notification, to easily navigate to the necessary case and reply there.
Task
Tasks represent business activities such as making calls, sending quotes or other to-do items.
| Note |
|---|
You can also create and manage Tasks in Lead, Account, Project and Contact tabs, under Open Activities or Actions menus. |
...
| Note |
|---|
Additionally, you can generate other reports in 30280979 Wildix Partner Community Guide menu. |
Partner Opportunities Report shows the detailed information about Projects
Amount Opportunities Report shows the total amount of all created Quotes
- Close Date Opportunities Report shows when Projects are closed
...