Page Comparison

Get Started

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• Home - view news & updates, submit a case, etc.
• Lead - create and manage Leads
• Account - 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
• Contact - create and manage Contacts
• Quote - manage proposed prices of products/ services
• Order - create and manage orders
• Task - create and manage business activities 
• Report  - generate and manage reports
  
  

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Home

From the Home page, you can access Statistics, quickly create new Leads and Accounts, submit a case. The Search Field allows you to find any information.

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The button New Fast Pipeline offers a quick way to create an Account, Contact and Project:

Fill On the first screen that opens, fill out the formfollowing data and click Next:

• Company Name - enter name of the Company
• Record Type - choose record type
• Total Users Email - enter the total number of usersSolution - select the preferred solutionemail address
• Account phone - enter phone number in international format starting with "+"

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On the next screen provide Customer contact information and click Next:

• Salutation - choose how to turn to the Customer
• First Name - enter first name
• Last Name - provide last name 
• Email - enter email address
• Users for POC - how many users use Wildix
• Solution - choose
• Contact Phone - provide phone number of the Customer

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Then, enter Sales Project Information:

• Total Users - enter the total number of users
• Interested Solution - select the preferred solution(s)Expected MRR - type the expected MRR
• Stage - commonly, when you only create a Project, it is Intro/ Qualification stageClose Date - estimate the date when you expect to close the Project
• Opportunity Type - choose if it is a New business or business existing not with Wildix
• Expected MRR - type the expected MRR
• Users for POC - how many users use Wildix
• Close Date - estimate the date when you expect to close the Project
• Product of Interest - choose the product you are interested in (x-bees/ x-hoppers/ Collaboration)

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When you click Save Next, the relevant three records are created in Partner Community: Account, Contact, and Project. 

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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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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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