When Quoting a Funnel item from an existing Prospect, the New Opportunity Wizard is displayed. This process involves the creation of the various Customer and Account information that must be gathered in order to create the Quote Package and associated Quotes.
Before beginning the process, it will help to be prepared with all of the Address and Contact information for the Customer's main location and all other locations. This process replaces the old "New Customer" process.
Upon clicking Quote from the Funnel tab on a selected Funnel Item (as outlined in the Creating a New Quote section), the New Customer Wizard is displayed as shown below. NOTE: this is step 1 of a 5 step process.
Enter the required information (as indicated by the red asterisk). The fields are defined below:
Customer Name - the name of the Opportunity (this will be pre-populated from the Prospect).
Customer Type - the type if customer (Business or Residential)
Industry - select the Prospect's industry
Source - select the source of the lead
Referral - if a this Prospect came from a Referral, select the Referral from the drop-down. If a new Referral needs to be added, please email IT.
Tax Exempt - specify if the Prospect is Tax Exempt or not
Number of Locations - enter the number of locations
Number of Employees -enter the number of employees
Estimated Revenue - enter the estimated revenue for the Prospect if known.
Total Telecom Spend - enter the Total Telecom Spend of the Prospect.
Sales Rep - select the sales rep from the drop-down, this will be pre-selected if you are a Sales Rep in iPath.
Billing Address Information - enter the primary billing address for the location. This should be the primary address for the Opportunity.
Upon completing all required and optional fields, click the Next button. Step 2 in the New Prospect process will be displayed as shown below:
The second step in the new Prospect press is the to add the Primary Contact for the Opportunity. Complete the fields as shown above.
NOTE: it is not necessary to re-type the Contact's address, simply click the Copy from Customer Address link to copy the previously entered Billing Address into these fields.
Upon completing all required fields, click the Next>> button. The following window will be displayed:
The third step in the new Opportunity creation process allows for the entry of Additional Contacts. If known, enter any additional contacts for the account. If you have multiple contacts to add, simply enter the first contacts information, then click the Add Another Contact link. A second form of Contact information will be displayed which can be populated.
Once all Contacts are entered click the Next>> button
NOTE: if you have no additional contacts, simply check the No Additional Contacts checkbox and click the Next>> button.
Upon clicking Next>> the following window will be displayed:
The 4th step in the New Opportunity Wizard is to add the Accounts. For more about the structure of "Customers" and "Accounts" in iPath see the Note on Customers and Accounts in iPath section.
The first Account to be created will almost always be the Account for the Primary location. Thus it will almost always have the same address as the Customer Billing address previously entered. To make the process easy, we've created a feature to "auto-create" the first Account based on the Customer information. To do this, simply click the Auto-Create First Account from Customer Information link. All the required fields will be completed.
The following details each field on the Add Accounts window:
Account Name - the name of the account. It is best to name the Account with some indication as to it's location. For example, "ABC Company - Corporate" for entering the primary Account. Or with the City name, for example, "ABC Company - San Ramon".
Corporate Location - select "Yes" if this is the main location for the prospect. At least one account needs to be set as the Corporate location.
Invoice Responsible - select whether or not this Account will receive the invoice. Typically, the Corporate location is marked as Invoice Responsible=yes, and all the other locations are marked as Invoice Responsible=No.
Physical Address Information - enter the Physical Address for this location. Clicking the Copy from Customer Address link will copy the Primary Billing Address from the Customer entered previously.
Billing Address Information - enter the Billing Address for this location. If it's the same as the Physical Location, click the Copy from Account Physical Address link.
Upon completing all required fields click the Next>> button, the following window will be displayed:
The final step in the new Opportunity Wizard is to assign contacts to the Account. iPath stores Contacts at the Customer level. This allows you to add a Contact once and then "assign" that Contact to one or more Accounts--without having to re-enter any contact information.
To assign one of the previously entered Contacts to this accounts, simply check the checkbox next to their name.
Upon completing this step, click the Next>> button, the following window will be displayed:
If additional Accounts need to be added, click the Yes button, the Step 4 of 5 window will be displayed to allow for the addition of the next Account; otherwise, click No.
Upon completion of entering all Accounts, a confirmation dialog will be displayed. Click OK. The New Quote Package window will be displayed. See the Configuring The Quote Package section for the steps to configure the Quote Package and associated Quotes.