Content Comparison

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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
  
  

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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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• To create a Customer Account, fill in the following mandatory fields:

• • Account Name
  • Phone 

  • Email
    
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    Note
    Note: In the email field, business emails are accepted only. The following email addresses are not allowed:  Emails with domains like @gmail.com, @yahoo.com, etc. Emails containing such words as "test", "example", or “dummy”.

    
    

• Click Save buttonto create an Account (if you want to create one more Account, click Save & New button)

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• From the Related panel, you have access to all the detailed information connected with the Contact: you can review Contact History, view and add Notes, upload files

Quote

Quotes represent proposed prices for products and services. Quotes can be created from and synced with Projects and emailed to customers. For instructions on how to create a Quote, check out the guide How to Create Quote and Confirm Order in Salesforce Partner Community.

Order

Order section lets to create and manage orders. For more details, check out the document How to Create Quote and Confirm Order in Salesforce Partner Community.

Change Order 

In case you need to make any changes to a confirmed order / active Customer, you need to follow Change Order procedure. For more detailed instructions, check out the documentation Change Order and Fast Change Order Process in SFPC.

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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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