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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: December 2023 Permalink: https://wildix.atlassian.net/wiki/x/ahXOAQ |
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Get Started
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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
- Task - create and manage business activities
- Report - generate and manage reports
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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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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If you want to change order start date for some products only, click on the Edit button (pencil icon) in front of the date of the selected product:
Choose the preferred date:
Once completed, click Next.
Also, during order confirmation you can view the availability of items and when they should arrive in Wildix stock:
- Availability: here you can see the number of items currently in Wildix stock
- Stock Arrival: how many items are planned to arrive
- Stock Renewal Date: date when new items should arrive at Wildix stock
On the next screen, check the Billing and Shipping addresses. If Billing and Shipping addresses are the same, you can tick the checkbox Copy Billing to Shipping at the bottom:
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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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