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This Documentation describes how to use Partner Community, starting from lead creation and ending with managing opportunities. Related documentation: Submit a Case via Wildix Partner Community Created: December 2021 Updated: April 2024 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, order items to stock
- 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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- Fill in mandatory fields:
- Project Name
Account Name - associate the Project with an existing Account or create a new one
- Contact - associate the Project with an existing Contact or create a new one
- 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 - associate the Project with an existing Account or create a new one
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- Interested Solution - select the solution(s) you are interested in
- Total Users - enter the total number of users
- Opportunity Type - select type of opportunity (New Business / Existing Business/ Existing not with Wildix)
- Product of Interest - select Wildix products/ services for sale
- Project Currency - select currency used for the project
- Click Save button to create a Project (if you want to create one more Project, click Save & New button)
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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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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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