Salesforce Partner Community Guide

Get Started

Salesforce Partner Community allows you to manage your customers and leads, starting from lead creation and ending with managing opportunities. The Community includes powerful tools that generate leads so your sales team can close more deals. 

Connect to your Partner Community at www.bewildix.com, enter Login and Password and click Log in:

You have access to the different menus:

• 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.

New Fast Pipeline

The button New Fast Pipeline offers a quick way to create an Account, Contact and Project:

On the first screen that opens, fill out the following data and click Next:

• Company Name - enter name of the Company
• Email - enter email address
• Phone - provide phone number of the Customer
• Salutation - choose how to turn to the Customer
• First Name - enter first name
• Last Name - provide last name 
  

On the next screen provide the Sales project information and click Next:

• Interested Solution - select the preferred solution(s)
• Opportunity Type - choose if it is a New business or business existing not with Wildix
• Product of Interest - choose the product you are interested in (x-bees/ x-hoppers/ Collaboration)
• Total Users - enter the total number of users
• Close Date - estimate the date when you expect to close the Project
• Notes - add notes if required

When you click Next, the relevant three records are created in Partner Community: Account, Contact, and Project. 

Submit a Case 

Via the Submit a Case button, you can create a ticket for Customer Care, Tech Support or request a new Feature:

See the document