Created: December 2021
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This Documentation describes how to use Partner Community, starting from lead creation and ending with managing opportunities.
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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: March 2022 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
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Get Started
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- 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.
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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 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), Proposal Expiration Date and Commitment (No commitment/ 3 years/ 5 years), click Next button
Select Products and Services. You can use a search field or select among Family. 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
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- To open a Quote, click on its Name
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 in the Options Panel 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.
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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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- Click New Task button to create a Task
Fill in the following mandatory fields:- Subject - add your own or select one of the options: Call/ Send Letter/ Send Quote/ Other
- Assigned To - specify the Task assignee. By default, the Task is assigned to you
- Name - associate it with an existing Contact or create a new one
- Related To - associate it with an existing Account or create a new one
- Activity Currency - indicate the default currency
- Priority - set the Task priority: Normal/ High
- Click Save to create a Task (if you want to create one more Task, click Save & New button)
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You can sort Tasks out by clicking on List Views:
It is also possible to display Tasks as a Kanban board by clicking on Display as:
To open a Task, click on its Subject:
From the Options Panel, you can edit the Task, quickly change Date, Status and Priority, delete it
Once the Task is done, click Mark Complete button
Report
Create a new Report
- To generate a Report, click New Report
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
Statistics
Three reports are available under Home tab. To open a report, click on the graphs and click View Report. You can edit any of the Reports and export them in .xls or .csv formats.
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Additionally, you can generate other reports in 30280979 Wildix Partner Community Guide 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
Settings
From Settings menu, you can access Home tab, edit your personal Profile and check your Company Account.
- My Profile - this is your personal Profile, you can add user picture, edit your personal information
- My Account - this is your Company Account created by Wildix, you cannot modify the information present on this page
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- Expand Settings in the top menu
Click Logout
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