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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 August 2023 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 - view news & updates, submit a case, 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, quickly create new Leads and Accounts, submit a case. 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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- 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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Also, on the Order page you can generate PDF file of the Order, by clicking Generate Order PDF:
Confirm Reseller Orders
Resellers cannot approve their orders. Reseller orders need to be approved on the Partner side. To do this, proceed to the Orders tab, find the Reseller order you want to confirm:
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. |
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