Post on 18-Jan-2018
description
Adviser Panel
Adviser Panel Login
Enter your advisor panel code, username and password and Log In
The Advisor Panel
Your whole business on one screen:
1. Place orders2. Send us a Lead3. Client Control4. My Remuneration5. Adviser Details6. Support7. Logout8. Product Pricing
5 Easy Steps to Place an OrderClick “Purchase Online”
Indicates current step
Enter new customer’s ID nr. or Company
Registration Number
Carefully Complete the Forms
Very Important Information: 1. Customer chooses Username and Password to log in to his/her Maps Website 2. Personal Information 3. Contact DetailsFollow the steps to complete 1. Choose a Product 2. Provided vehicle details 3. Banking details 4. Confirm correctness of information 5. Electronically sign SLA
Existing Customers Recognized
Registered user’s are provided with 4 options
Select an Option
We Protect our Customer’s Private Information
Easy product selection
Click on “Add Product” to add a
product
Provide the Vehicle Detailsfor this unit
Easy product selection
Click on “Add Product” to add another product
Summary of products ordered
Click “Next” to proceed
Enter Banking Details
Review Correctness of Information
If correct click on “Create Agreement”
Service Level Agreement
Please remember to read the Service Level Agreement
Customer’s service level agreement automatically generated
Service Level Agreement
Service Level Agreement will be shown here. Scroll down to read or alternatively the document can be downloaded as a PDF file and saved, or printed
The final step
Tick to authorize debit order instruction Do this calculation
Click to submit electronically signed order
Done• Electronically signed order submitted • New Customer will be contacted by us• To confirm order details and signature• Arrange for installation of unit• New Customer will receive
– Service Level Agreement– Welcome letter with Username and Password– Installation Certificate– Getting started manual
Send us a LeadClick “Lead Form”
Client Summary and ControlClick “Client Control”
Live status of installations
Client’s SLA downloaded,
viewed or e-mailed
Keep track of your RemunerationClick “My Remuneration”
Change or Update your DetailsClick “Adviser Details”
Advisor Support DocumentationClick “Support”
Select and download the documentation you need
Current and Up to date PricingBottom of Main Menu
Thank you for your Attention
For more information please contact us at info@ddtrack.co.za