Within the ANPI Atlas Customer Lifecycle Management platform, learn how to manage: UCaaS Sales Orders: Knowledge of capabilities of the Sales Order tab UCaaS Service Orders: Manage the Delivery of Services Customers Tab: Manage Customer Accounts

1. March 3, 2016

2. Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Speakers
Mike Kleihege
Sr. Director, Sales Support
Ryan Burns
Sr. Director, Corp. Comm

3. Confidential and Proprietary. Subject to Non-Disclosure Agreement.
Atlas – Sales Order Tab
Agenda
1.Sales Order
2.Service Orders
3.Customers Tab
3

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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
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5. Proposals: News Orders

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The contact
whose
information is
entered here will
be the default
recipient of all
communications,
unless
specifically
modified on later
screens.

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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.”

13. Proposals: Selecting Products

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“Doesn’t need
device” may not
be available for
all seats.

24. Proposals: Review the Draft Proposal

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LOA and Bill
Copy Attached at
time of order
submission.
Service Delivery
will do the
porting.

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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.”

38. Confidential and Proprietary. Subject to Non-Disclosure Agreement.

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To conserve
DIDs, it is
recommended to
choose a rate
center rather than
to assign DIDs.

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66. Compact View

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69. Proposals: Calculate Shipping & Tax

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Create an Order
Package without
first submitting a
Proposal.

77. Proposals: Review Email

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91. Proposals: Create Order Package

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Option: Create an
Order Package
without first
submitting a
Proposal.

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101. Proposals: Submitting the Order

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Review the order
and the attached
documents for
necessary
signatures before
submitting order.

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104. Managing the Service Delivery Process

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107. Managing the Customer Accounts

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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

117. 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
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Training Road Map
118
• 3/16: Customer Administration Portal
• 3/30: UC Content for Your Lead Gen
• April 13: Restart Q2 curriculum

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