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This Documentation describes how to use Partner Community, starting from lead creation and ending with managing opportunities. Related documentation: Submit a Case via Wildix Partner Community Created: December 2021 Updated: January April 2024 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
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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, order items to stock
- Task - create and manage business activities
- Report - generate and manage reports
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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- Company Name - enter name of the CompanyRecord Type - choose record type
- Email - enter email address
- Account phone Phone - enter provide phone number in international format starting with "+"
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- of the Customer
- Salutation - choose how to turn to the Customer
- First Name - enter first name
- Last Name - provide last name
- Email - enter email
- Contact Phone - provide phone number of the Customer
Then, enter Sales Project Information:
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On the next screen provide the Sales project information and click Next:
- Interested Solution - select the preferred solution(s)Stage - commonly, when you only create a Project, it is Intro/ Qualification stage
- 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 WildixProduct of Interest - choose the product you are interested in (x-bees/ x-hoppers/ Collaboration)
- Total Users - enter the total number of users
- 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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- Notes - add notes if required
When you click 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 details connected with the Project: you can view associated Contacts, open Quotes and related Products, you can review Project History, Notes, upload files, create and manage Tasks
- To process the Project and move it to the next stage, click Mark Stage as Complete button
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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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You can also create and manage Tasks in Lead, Account, Project and Contact tabs, under Open Activities or Actions menus. |
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