8. Your Name Here Sales Portal Verify you are logged in correctly For new customers, click “Start New Order” Cheetah scores & Training Materials Add additional services to existing customer
9. Address Pre-Qualification Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services
10. Address Signal Pre-Qualification To verify customer is in a serviceable market, enter their complete primary service address Select “credit check” option or “no commitment” option as appropriate * Click “Search” to continue * All Business rate plans require a credit check!
13. If score is 18 you will need to do a manual override by having your team lead call the MOR hotline. Do not fill this out. Unless you want t
14. Error: Can’t Validate Address First check to make sure everything is spelled correctly. If it is, you will need to contact your team lead for a manual override. If you don’t know address for certain – go to “Find Address on a Map”
15. Error: Multiple Address Options Your Name Here Possible address matches appear and are selectable - click on one of the radio buttons for submission to pre-qual If one of the choices is not the prospect’s address, address can be adjusted and resubmitted If you don’t know address for certain – go to “Find Address on a Map” Ensure you select the right address!
16. Soft Credit Check Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services
17. Soft Credit Check Your Name Here Note: “Business as Individual” checks SSN instead of Tax ID Enter nine 9’s in for the social security. As long as you have the address and birth date correct, most of the time you will not need their SS#
21. ETF Begins at $120 Decreases by $4 each month over life of contract No ETF for “No Commitment” plans
22. Select Service Plan Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services
23. Service Type Once customer is qualified, available plans are displayed After address is verified, available plan options will be shown - click on one of the “Start Order” buttons to begin
29. Lease or Purchase Equipment Select to lease or purchase the equipment. Check the box for hardware protection if they select that as an option. When contract length is selected (if applicable) the activation fee discount will be cited
30. Your Name Here Provisioning Hardware Verify your name and location so you get credit for the sale Enter the MAC ID address found on the back of the box.
31. Complete the Sale Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services
32. Customer Information Verify all valid customer information. This should automatically pull through. Check the boxes if the address for billing and shipping are the same as the address above. Leave all of the rest of the information blank and click “next”.
33. Billing Information Enter customer name as it appears on their credit card and enter credit card address Enter credit card number (must be repeated to customer to meet legal requirements; billing address must be same as credit card address) Enter three- or four-digit security code
34. Authorization Hold Policy For New Activations & Add-on Activations: Small authorization of $1 occurs during payment method entry to verify card is valid Big authorization of $20 or amount of sale (whichever is greater) plus 15% or 20% of purchase (for estimated taxes) occurs at end of activation process when order is submitted Sales tax estimate (based on market) is submitted at time of activation If taxable address is part of non-taxable market, no tax estimate will be assessed How long does it takes for a hold to fall off? VISA – known to fall off between 3-5 business days from date of transaction MasterCard and Pre-paid Cards – known to take between 3-30 business days from date of transaction Why does CLEAR hold the Pre-Auth for so long? CLEAR does NOT hold the pre-authorization The customer’s Financial Institution (i.e., bank that issued the card account) has internal rules that determine the length of time a pre-authorization remains on a customer’s bank account
35. Security Information Enter the customer’s requested service name/MyAccount login An alternate email address is required
36. Terms and Conditions “By activating or using the Clearwire service or equipment, you agree to be bound by Clearwire's standard Terms and Conditions set out at our website: www.clear.com. The standard Term for all of our customers is 2 years. If you stop making payments before the end of your term, you may be responsible for an early termination fee. If you remain a customer after the period ends, no termination fee will be required. You are also responsible to return the equipment in proper working order at the end of term or you may be charged a replacement fee.”
37. Review Order “You’ve agreed to a two-year term of ________ service. The first ________will be discounted to $ (remember promotion). After that, the monthly cost of the service, including equipment, will be $_______. Taxes are applicable only to the equipment lease fee. The shipping fee for the modem is (if applicable) $9.99 and the cost of activation is $________.” Your Name Here John Doe Click “Place Order”
38. Confirm Order If you can’t print, please copy down the ID numbers for your records. “Here are a couple numbers for your reference. Your Order ID is ______________. Your Customer ID is _____________. If you need to contact us for any reason, email us via our website, www.clear.com, or call 1-888-888-3113. Thank you for choosing CLEAR. Is there anything else I can do for you?” Your Name Here Your Name Here Click here to print John Doe
41. Finalize Setup at www.clear.com Enter the username that you just created in the sales process and the last four digits of the card you just used to take their first months payment” Next you will connect their new modem to their computer. Once connected you will want to accept all service agreements and make sure the internet is live before wrapping up the sale.
46. Add Services Step 1: Login Step 2: Pre-qualification Step 3: Credit check Step 4: Select service plan Step 5: Complete the sale Step 6: Add services
47. Add Services If adding service to an Existing Account, click “Add Services”
48. Add Services: Multiple Accounts Allows customers to have multiple hardware solutions on a single billing account Single credit checks for new customer who is going to open multiple CLEAR accounts One bill with all account details
49. Add Services: Multiple Accounts Sales partners need to enter the MyAccount username and last four digits of customer’s billing method Your Name Here Customer requesting services must have administrative account access - otherwise this error will appear
51. ClearVoice: Customer Information Select plan and equipment option Note whether additional lines and/or local number porting are needed
52. ClearVoice: Hardware Information Enter MAC address of supplied ClearVoice Adapter (or choose to ship device to the customer) and select Adapter model MAC address is available on outside of the box or on the bottom of the device
53. 911 Registered Location Information provided to public safety officials in the event of an emergency – verify with customer that information is correct Enter customer 911 address – information is broken down to ensure 100% accuracy
54. Failed 911 Registration Address submitted for 911 registration will be validated - if address is submitted incorrectly or is unrecognizable, an error will be returned
55. 911 Terms of Service & CPNI Along with standard Terms of Service, customer must also acknowledge limitations of 911 service – review with customer before proceeding Customer must also read and acknowledge the CPNI Notifications
![Clear Internet & Voice Sign Up Process ,[object Object]](https://image.slidesharecdn.com/orderentrytrainingguide-100412052141-phpapp01/85/Order-entry-training-guide-1-320.jpg)
