Page Comparison

<div id="fb-root"></div>
<script>(function(d, s, id) {
  var js, fjs = d.getElementsByTagName(s)[0];
  if (d.getElementById(id)) return;
  js = d.createElement(s); js.id = id;
  js.src = 'https://connect.facebook.net/en_US/sdk.js#xfbml=1&version=v2.11';
  fjs.parentNode.insertBefore(js, fjs);
}(document, 'script', 'facebook-jssdk'));</script>

...

Get Started

...

• Wildix Partner Community Guide
• Wildix Partner Community Guide - create and manage Leads
• Wildix Partner Community Guide - 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
• 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 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.

...

• Fill in the following mandatory fields:
  • Company - insert Company name
  • Power - specify who is a decision maker 
  • First and Last Names
  • Job Title - select the title from the list

• • Phone/ Mobile and Email - add contact Information

...

It is also possible to display Projects Leads as a Kanban board by clicking on Display as: 

...

• Click New button to create an Account

• Select Customer / or Reseller Account and  and click Next

  
  

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

• • Account Name
  • Phone and Email 

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

...

• 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

...

• Click New button to create a Project:

• Fill in mandatory fields:
  • Project Name
  • Power - specify who is a decision maker
  • Close Date - estimate the date when you expect to close the Project
  • Stage - commonly, when you only create a Project, it is Intro/ Qualification stage

  • Account Name and Contact - associate the Project with an existing Account and Contact or create a new one 

...

• Click New button to create a Contact

• Select Customer / Reseller Contact and click Next 

  
  

  
  

• Fill in mandatory fields:
  • First and Last Names and Title

  • Account Name - associate the Contact with an existing Account or create a new one

    
    

  • Phone and Email - add contact information

...

• To open a Contact, click on its Name

  
  

• From the Options Panel, you can edit the Contact and clone it. Follow and Change Owner options allow other colleagues of your company to track the Contact and change its Owner

  
  

• 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 as PDFs to customers. 

Create a Quote

• Select a Project you want to generate a Quote for and click Generate Quote button

  
  

• Select Billing Frequency (Annual/ Five-year/ Monthly) and Proposal Expiration Date, click Next button

  
  

• Select Products and Services. You can use a search field or select Family (Hardware Own Products/ Marketing/ CLASSOUND/ HWaaS/ Licenses Recurring/ Support Services). When the Quote is completed, click Next button

  
  

• If required, you can change Quantity of Products/ Services, set End User Prices and Discounts, click Next button to proceed to the next step

  
  

• Review the Quote and click Finish button

  
  

...

• From the Options Panel, you can edit the Quote, create a PDF or send the Quote via email

  
  

• From the Related Details and Actions Panel, you can view the list of related Products/ Services, add Notes, upload attachments, create Tasks

  
  

• To associate the Quote with the Project, click Start Sync button and confirm by clicking Continue button. When the  Quote and the Project are synced, any change to line items in the Quote syncs with Products/Services on the opportunity, and vice versa.  

  
  

  
  

Task

Tasks represent business activities such as making calls, sending quotes or other to-do items.

...

• Choose Report Type and click Continue

  
  

• At this stage, you can add/ remove any columns to your Report. Click Save & Run to generate the Report

  
  

Manage existing Reports

• To open a Report, click on its Name 

  
  

• You can edit the Report or export it in .xls or .csv formats 

  
  

...