Adviser Panel. Go to All DD Track Advisers: Click Advisor Login

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Adviser Panel

description

Adviser Panel Login Enter your advisor panel code, username and password and Log In

Transcript of Adviser Panel. Go to All DD Track Advisers: Click Advisor Login

Page 1: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Adviser Panel

Page 2: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Go to www.ddtrack.co.za

All DD Track Advisers:Click “Advisor Login”

Page 3: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Adviser Panel Login

Enter your advisor panel code, username and password and Log In

Page 4: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

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

Page 5: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

5 Easy Steps to Place an OrderClick “Purchase Online”

Indicates current step

Enter new customer’s ID nr. or Company

Registration Number

Page 6: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

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

Page 7: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Existing Customers Recognized

Registered user’s are provided with 4 options

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Select an Option

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We Protect our Customer’s Private Information

Page 10: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Easy product selection

Click on “Add Product” to add a

product

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Provide the Vehicle Detailsfor this unit

Page 12: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Easy product selection

Click on “Add Product” to add another product

Summary of products ordered

Click “Next” to proceed

Page 13: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Enter Banking Details

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Review Correctness of Information

If correct click on “Create Agreement”

Page 15: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Service Level Agreement

Please remember to read the Service Level Agreement

Customer’s service level agreement automatically generated

Page 16: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

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

Page 17: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

The final step

Tick to authorize debit order instruction Do this calculation

Click to submit electronically signed order

Page 18: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

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

Page 19: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Send us a LeadClick “Lead Form”

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Client Summary and ControlClick “Client Control”

Live status of installations

Client’s SLA downloaded,

viewed or e-mailed

Page 21: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Keep track of your RemunerationClick “My Remuneration”

Page 22: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Change or Update your DetailsClick “Adviser Details”

Page 23: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Advisor Support DocumentationClick “Support”

Select and download the documentation you need

Page 24: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Current and Up to date PricingBottom of Main Menu

Page 25: Adviser Panel. Go to   All DD Track Advisers: Click Advisor Login

Thank you for your Attention

For more information please contact us at [email protected]