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This Documentation describes how to use Partner Community, starting from lead creation and ending with managing opportunities. Created: December 2021 Updated: March 2022 Permalink: https://confluence.wildix.com/x/AQEkBg |
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Get Started
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- Wildix Partner Community Guide
- Wildix Partner Community Guide - create and manage Leads
- Wildix Partner Community Guide - create and manage Accounts for companies you plan to sell to
- Project - create and manage Opportunities that refer to the high probability of generating sales revenue
- Wildix Partner Community Guide - create and manage Contacts
- Wildix Partner Community Guide - manage proposed prices of products/ services
- Wildix Partner Community Guide - create and manage business activities
- Wildix Partner Community Guide - generate and manage reports
Home
From the Home page, you can access Wildix Partner Community Guide, accept Incoming Leads and quickly create new Leads and Accounts. The Search Field allows you to find any information.
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- Fill in mandatory fields:
- Project Name
- Power - specify who is a decision maker
- Close Date - estimate the date when you expect to close the Project
- Stage - commonly, when you only create a Project, it is Intro/ Qualification stage
Account Name and Contact - associate the Project with an existing Account and Contact or create a new one
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- Intro/ Qualification - at this stage, you need to determine Product of Interest, Users of POC - how many users use Wildix
- Demo - at this stage, you need to indicate Amount MRR or Capex
- Project Presentation
- Proposal - the basic condition to move to the next stage is Verbal Agreement
- Contract out
- Closed
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To open a Contact, click on its Name
From the Options Panel, you can edit the Contact and clone it. Follow and Change Owner options allow other colleagues of your company to track the Contact 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 as PDFs to customers.
Create a Quote
Select a Project you want to generate a Quote for and click Generate Quote button
Select Billing Frequency (Annual/ Five-year/ Monthly) and , Proposal Expiration Date and Commitment (No commitment/ 3 years/ 5 years), click Next button
Select Products and Services. You can use a search field or select Family (Hardware Own Products/ Marketing/ CLASSOUND/ HWaaS/ Licenses Recurring/ Support Services). When among Family. When the Quote is completed, click Next button
If required, you can change Quantity of Products/ Services, set End User Prices and Discounts, click Next button to proceed to the next step
Review the Quote and click Finish button
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From the Options Panel, you can edit the Quote, create a PDF or send the Quote via email
From the Related Details and Actions Panel, you can view the list of related Products/ Services, add Notes, upload attachments, create Tasks
- To associate the Quote with the Project, click Start Sync button in the Options Panel and confirm by clicking Continue button. When the Quote and the Project are synced, any change to line items in the Quote syncs with Products/Services on the opportunity, and vice versa.
Task
Tasks represent business activities such as making calls, sending quotes or other to-do items.
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You can also create and manage Tasks in Lead, Account, Project and Contact tabs, under Open Activities or Actions menus. |
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Choose Report Type and click Continue
At this stage, you can add/ remove any columns to your Report. Click Save & Run to generate the Report
Manage existing Reports
To open a Report, click on its Name
You can edit the Report or export it in .xls or .csv formats
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