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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.

Lead

A Lead is every potential sales opportunity that has not been qualified yet. It can either come from Marketing (both from your Marketing or Wildix Marketing passed to you), or from any activity you and your sales team have done. You need to make sure this potential sales opportunity (or lead) has some characteristics without which it doesn't make sense to move forward in the sales cycle and make this Lead an opportunity. Up to you to decide which characteristics are required, but generally speaking, we talk about: the company is in target, the person is the right one etc, so Wildix Partner Community gives you the opportunity to track this qualification process through the Lead object.

Once all the information needed to characterize the potential customer is collected, Lead is ready to be converted into an Account, Contact and Project.

Account, Contact and Project are the key object related to the Sales Process. Accounts and Contacts are useful in order to store information about your customers. Accounts represent the companies, and  Contacts - are the people who work for them.

Create a New Lead

• Click New button to create a Lead

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• Select Customer / Reseller Account and click Next

  
  

• To create a Customer/ Reseller Account, fill in the following mandatory fields:

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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, 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 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 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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• To open a Report, click on its Name 

  
  

• You can edit the Report export it in .xls or .csv formats 

  
  

Statistics

Three reports are available under Home tab. To open a report, click on the graphs and click View Report. You can edit any of the Reports and export them in .xls or .csv formats.

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