Wildix Partner Community Guide

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

Get Started

Wildix 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
  • 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
  • Task - create and manage business activities 
  • Report  - generate and manage reports

Home

From the Home page, you can access Statistics, accept Incoming Leads and quickly create new Leads and Accounts. The Search Field allows you to find any information.

Lead

A Lead is every potential sales opportunity that has not been qualified yet. It can either come from Marketing (both from your Marketing or Wildix Marketing passed to you), or from any activity you and your sales team have done. You need to make sure this potential sales opportunity (or lead) has some characteristics without which it doesn't make sense to move forward in the sales cycle and make this Lead an opportunity. Up to you to decide which characteristics are required, but generally speaking, we talk about: the company is in target, the person is the right one etc, so Wildix Partner Community gives you the opportunity to track this qualification process through the Lead object.

Once all the information needed to characterize the potential customer is collected, Lead is ready to be converted into an Account, Contact and Project.

Account, Contact and Project are the key object related to the Sales Process. Accounts and Contacts are useful in order to store information about your customers. Accounts represent the companies, and  Contacts - are the people who work for them.

Create a New Lead

  • Click New button to create a Lead

  • 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

    • Email - add contact Information

  • Click Save button to create a Lead (if you want to create one more Lead, click Save & New button)

After creating, all Leads are also accessible from Lead Inbox window in Home tab. Sometimes, Wildix can assign you a Lead and you need to accept it. 

Manage existing Leads

You can sort Leads out by clicking on List Views:

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


  • To view a Lead, click on its Name

  • From the Options Panel, you can edit the Lead's information, add Notes, convert and clone it. Follow and Change Owner options allow other colleagues of your company to track the Lead and change the Lead's Owner

  • From the Related Details and Actions Panel, you have access to all the details connected with the Lead: you can review Lead History, add Notes, upload files, create and manage Tasks

 

  • To process the Lead and move it to the next stage, click Mark Status as Complete button

The Lead conversion process itself consists of 3 stages:

  1. New - the stage is assigned once a Lead is created
  2. Qualification - under this stage, you determine whether a Lead is a good fit for a product/ service
  3. Converted - this stage is assigned when a Lead becomes a Project

  • When the Lead is qualified and ready to be converted, click Convert button. Based on the Lead, 3 entities are created:  
    • Account
    • Contact
    • Project


Account

Accounts represent companies you plan to sell to. 

Create a New Account 

  • Click New button to create an Account

  • Select Customer or Reseller and click Next

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

    • Account Name
    • Phone 

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

Manage existing Accounts

You can sort Accounts out by clicking on List Views: 

  • To open an Account, click on Account Name

  • From the Options Panel, you can edit the Account, add Notes, create an associated Project. Follow and Change Owner options allow other colleagues of your company to track the Account and change its Owner


  • 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


Project 

Projects represent opportunities that refer to the high probability of generating sales revenue. When a Project is created, it’s a signal of the start of a sales cycle.

Create a New Project 

  • Click New button to create a Project

  • Fill in mandatory fields:
    • Project Name
    • 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 

    • Product of Interest - select Wildix products/ services for sale

  • Click Save button to create a Project (if you want to create one more Project, click Save & New button)

Manage existing Projects

You can sort Projects out by clicking on List Views: 

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

  • To open a Project, click on Project Name

  • From the Options Panel, you can edit the Project, generate a Quote, add Notes, clone it. Follow and Change Owner options allow other colleagues of your company to track the Project and change its Owner

  • From the Related Details and Actions Panel, you have access to all the details connected with the Project: you can view associated Contacts, open Quotes and related Products, you can review Project History, Notes, upload files, create and manage Tasks

  • To process the Project and move it to the next stage, click Mark Stage as Complete button

The Project Management process itself consists of 6 stages:

  1. Intro/ Qualification - at this stage, you need to determine Users of POC - how many users use Wildix
  2. Demo - at this stage, you need to indicate Amount MRR or Capex
  3. Project Presentation
  4. Proposal - the basic condition to move to the next stage is Verbal Agreement
  5. Contract out 
  6. Closed 

  • When the Project passes Contract out stage, you can close the Project. Select the stage Closed Won and click Save. If you select Closed Lost stage, you need to explain the reason in Opportunity lost field

Contact

Contacts represent a person who is qualified to do business with you. By “qualified,” it means that the person could really become a paying customer.

Create a New Contact

  • 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

  • Email - add contact information

  • Click Save button to create a Contact (if you want to create one more Contact, click Save & New button)

Manage existing Contacts

You can sort Contacts out by clicking on List Views:

  • 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), 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 

Manage existing Quotes

You can sort Tasks out by clicking on List Views: 

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

  • 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.

You can also create and manage Tasks in Lead, Account, Project and Contact tabs, under Open Activities or Actions menus.

Create a New Task

  • 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)

Manage existing Tasks

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.

Additionally, you can generate other reports in Report menu.


  1. Partner Opportunities Report shows the detailed information about Projects


  2. Amount Opportunities Report shows the total amount of all created Quotes


  3. 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

Logout

To log out:

  1. Expand Settings in the top menu
  2. Click Logout