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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: July 2023 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
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Get Started
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- Wildix Partner Community Guide - accept incoming leads, 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, 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 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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To proceed with the order, click on the Confirm Order:
Click OK on the pop-up screen that appears to confirm the order:
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Once order status successfully changed, the first step of the order flow turns green:
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Note: After generating the order and clicking Confirm Order, US partners can see a breakdown of taxes for each product in the Tax section and see different types of taxes (before converting quote to an order, there was the total amount of taxes only). |
Also, on the Order page you can generate PDF file of the Order, by clicking Generate Order PDF:
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. |
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