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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: December 2022 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
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Get Started
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You have access to the different menus:
- Wildix Partner Community Guide30280979 - accept incoming leads, view news & updates, etc.
- Wildix Partner Community Guide30280979 - create and manage Leads
- Wildix Partner Community Guide30280979 - create and manage Accounts for companies you plan to sell to
- Wildix Partner Community Guide 30280979 - create and manage Opportunities that refer to the high probability of generating sales revenue
- Wildix Partner Community Guide 30280979 - create and manage Contacts
- Wildix Partner Community Guide 30280979 - manage proposed prices of products/ services
- Wildix Partner Community Guide 30280979 - create and manage orders
- Wildix Partner Community Guide 30280979 - create and manage business activities
- Wildix Partner Community Guide30280979 - generate and manage reports
Home
From the Home page, you can access Wildix Partner Community Guide30280979, accept Incoming Leads and quickly create new Leads and Accounts. The Search Field allows you to find any information.
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- From the Options Panel, you can edit the Account, add Notes, create an associated Project. Follow and Change Owner options allow other colleagues of your company to track the Account and change its Owner
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
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From the Options Panel, you can edit the Project, generate a Wildix Partner Community Guide 30280979, add Notes, clone it. Follow and Change Owner options allow other colleagues of your company to track the Project and change its Owner
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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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Additionally, you can generate other reports in Wildix Partner Community Guide 30280979 menu. |
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
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