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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: November 2023 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
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Get Started
Wildix Partner Community allows you to manage your customers and leads, starting from lead creation and ending with managing opportunities. The Community includes powerful tools that generate leads so your sales team can close more deals.
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- Wildix Partner Community Guide - view news & updates, submit a case, etc.
- Wildix Partner Community Guide - create and manage Leads
- Wildix Partner Community Guide - create and manage Accounts for companies you plan to sell to
- Wildix Partner Community Guide - 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 orders
- 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, quickly create new Leads and Accounts, submit a case. The Search Field allows you to find any information.
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See the document Submit a Case via Wildix Partner Community for more details.
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.
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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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- Click Save button to create a Lead (if you want to create one more Lead, click Save & New button)
Manage existing Leads
You can sort Leads out by clicking on List Views:
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- When the Lead is qualified and ready to be converted, click Convert button. Based on the Lead, 3 entities are created:
- Account
- Contact
- Project
Account
Accounts represent companies you plan to sell to.
Create a New Account
- Click New button to create an Account
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- Click Save buttonto create an Account (if you want to create one more Account, click Save & New button)
Manage existing Accounts
You can sort Accounts out by clicking on List Views:
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From the Related Details and Actions Panel, you have access to all the details connected with the Account: you can review Account History, associated Contacts, add Notes, create Projects, upload files, create and manage Tasks
Project
Projects represent opportunities that refer to the high probability of generating sales revenue. When a Project is created, it’s a signal of the start of a sales cycle.
Create a New Project
- Click New button to create a Project
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- Click Save button to create a Project (if you want to create one more Project, click Save & New button)
Manage existing Projects
You can sort Projects out by clicking on List Views:
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- Intro/ Qualification - at this stage, you need to determine 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 (managed automatically)
- Order Management (managed automatically)
- Closed (managed automatically)
Contact
Contacts represent a person who is qualified to do business with you. By “qualified,” it means that the person could really become a paying customer.
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- Click Save button to create a Contact (if you want to create one more Contact, click Save & New button)
Manage existing Contacts
You can sort Contacts out by clicking on List Views:
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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:
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On the window that opens, select the tax that displays (you can see quote name, amount of tax, and tax calculation status) and click Done:
Manage existing Quotes
You can sort Tasks out by clicking on List Views: 
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- To open a Quote, click on its Name
From the Options Panel, you can create a PDF, stop sync, 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
Order
Create an Order from a Quote
- Proceed to your quote: Project -> Quotes -> click on the quote name:
At the top of the quote page, click on the status Accepted:
Note Note: Quote can also be accepted automatically – when the quote is signed by both parties via DealRoom. In this case, quote status automatically changes to Accepted and the relevant order is created.
- Then, click Mark as Current Status:
- The status is successfully changed:
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Open the order and click Confirm:
Case
The tab can be used to monitor the status of CLASSOUND orders. Each time when a quote with CLASSOUND add-on (Full Porting, Outbound Only, New DID, New Free Phone) is signed and an order is created, the system automatically creates the relevant number of cases, depending on the number of CLASSOUND add-ons ordered.
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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.
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You can also create and manage Tasks in Lead, Account, Project and Contact tabs, under Open Activities or Actions menus. |
Create a New Task
- Click New Task button to create a Task
Fill in the following mandatory fields:- Subject - add your own or select one of the options: Call/ Send Letter/ Send Quote/ Other
- Assigned To - specify the Task assignee. By default, the Task is assigned to you
- Name - associate it with an existing Contact or create a new one
- Related To - associate it with an existing Account or create a new one
- Activity Currency - indicate the default currency
- Priority - set the Task priority: Normal/ High
- Click Save to create a Task (if you want to create one more Task, click Save & New button)
Manage existing Tasks
You can sort Tasks out by clicking on List Views:
It is also possible to display Tasks as a Kanban board by clicking on Display as:
To open a Task, click on its Subject:
From the Options Panel, you can edit the Task, quickly change Date, Status and Priority, delete it
Once the Task is done, click Mark Complete button
Report
Create a new Report
- To generate a Report, click New Report
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 format:
Export Quote information
It is possible to export quote information via Report tab:
- Use Search field to search for the necessary Quote
- Click on the arrow icon on the right and choose the Export in the drop-down menu:
- Proceed with the export, choosing the desired option:
- Formatted Report, which includes report header, groupings, and filter settings
- Details Only, which include detail rows only
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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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
Settings
From Settings menu, you can access Home tab, edit your personal Profile and check your Company Account.
- My Profile - this is your personal Profile, you can add user picture, edit your personal information
- My Account - this is your Company Account created by Wildix, you cannot modify the information present on this page
In Account section, you can also change language if required:
Logout
To log out:
- Expand Settings in the top menu
Click Logout
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