Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Outcomes
1. Sales Orders: Knowledge of capabilities of the Sales Order tab
2. Service Orders: Manage the Delivery of Services
3. Customers Tab: Manage Customer Accounts
4
Proposals: News Orders
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
The contact whose information is entered here will be the default recipient of all communications, unless specifically modified on later screens.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
If the address you entered does not match one of the options provided, verify the address using the USPS zip code tool. before choosing “Just use the address I entered.”
Proposals: Selecting Products
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
“Doesn’t need device” may not be available for all seats.
Proposals: Review the Draft Proposal
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
LOA and Bill Copy Attached at time of order submission. Service Delivery will do the porting.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
If the address you entered does not match one of the options provided, verify the address using the USPS zip code tool. before choosing “Just use the address I entered.”
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
To conserve DIDs, it is recommended to choose a rate center rather than to assign DIDs.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Compact View
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Proposals: Calculate Shipping & Tax
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Create an Order Package without first submitting a Proposal.
Proposals: Review Email
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Proposals: Create Order Package
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Option: Create an Order Package without first submitting a Proposal.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Proposals: Submitting the Order
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Review the order and the attached documents for necessary signatures before submitting order.
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Managing the Service Delivery Process
Confidential and Proprietary. Subject to Non-Disclosure Agreement.105
Confidential and Proprietary. Subject to Non-Disclosure Agreement.106
Managing the Customer Accounts
Confidential and Proprietary. Subject to Non-Disclosure Agreement.109
Confidential and Proprietary. Subject to Non-Disclosure Agreement.110
Confidential and Proprietary. Subject to Non-Disclosure Agreement.111
Confidential and Proprietary. Subject to Non-Disclosure Agreement.112
Confidential and Proprietary. Subject to Non-Disclosure Agreement.113
Confidential and Proprietary. Subject to Non-Disclosure Agreement.114
Confidential and Proprietary. Subject to Non-Disclosure Agreement.115
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Outcomes
1. Sales Orders: Knowledge of capabilities of the Sales Order tab
2. Service Orders: Manage the Delivery of Services
3. Customers Tab: Manage Customer Accounts
4
Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Resources Available
1. Today’s Presentation
2. Webinar Recording
3. Tutorial Videos
4. Links will be provided in the follow-up email
117
Confidential and Proprietary. Subject to Non-Disclosure Agreement.