External Portals - Revision history

Editor at 16:12, 15 April 2021

2021-04-15T16:12:40Z

2021-04-13T18:05:40Z

2021-01-14T11:57:15Z

Info site

2020-12-11T11:28:26Z

View External Proposals

2020-12-11T11:27:22Z

RPH Creation

2020-12-11T11:22:54Z

View External Proposals

2020-12-09T19:19:06Z

RPH Creation

2020-12-09T19:17:05Z

Leadworks

2020-12-09T19:14:54Z

View External Proposals

2020-12-09T19:13:15Z

View External Proposals

@@ Line 37: / Line 37: @@
 By clicking the external proposal ID number, the system takes them to a new screen containing all the specific proposal information. There are three tabs here:
-"'Main:'" This tab shows basic information about the proposal, such as the ID number, name of the account, account manager, and status. The partner can not edit this information. There is also the customer's contact information, so our partners can reach them easily.
+'''Main:''' This tab shows basic information about the proposal, such as the ID number, name of the account, account manager, and status. The partner can not edit this information. There is also the customer's contact information, so our partners can reach them easily.
-"'Products:'" This tab has a list of products, required quantities, and the price for the job. The partners can also see the images of the damage, location, and surveyor's notes with more details.
+'''Products:''' This tab has a list of products, required quantities, and the price for the job. The partners can also see the images of the damage, location, and surveyor's notes with more details.
-"'Images Gallery:'" This tab provides access to the uploaded pictures for the job.
+'''Images Gallery:''' This tab provides access to the uploaded pictures for the job.
 [[File:PA1.png|1000px|thumb|center|Main Tab]]

← Older revision		Revision as of 11:57, 14 January 2021
Line 110:		Line 110:
	The Infor Site Portal takes place in the process when the potential customer decides to complete the form, since the client will be completing the form through this portal.		The Infor Site Portal takes place in the process when the potential customer decides to complete the form, since the client will be completing the form through this portal.
	Then the system updates the record in the database and creates the new lead or opportunity. After that, is sents the corresponding alerts to each user.		Then the system updates the record in the database and creates the new lead or opportunity. After that, is sents the corresponding alerts to each user.
		+
		+	=Quick Access=
		+
		+	*[[RPH]]
		+	*[[Lead]]
		+	*[[Accounts]]
		+	*[[Contacts]]
		+	*[[Opportunity]]
		+	*[[Dispatch]]
		+	*[[Invoices and Payroll]]
		+	*[[Mobile_applications\|Mobile applications]]
		+	*[[Back-end Processes]]

@@ Line 34: / Line 34: @@
 Filters available are:
-# Owner: filter by the owner of the Account
+# Status
 # Quick Search: filter by predefined range of time
 # Search by Opportunity name

← Older revision		Revision as of 11:27, 11 December 2020
Line 59:		Line 59:

	This new RPH will appear in our RPH Module in the CRM with the “external user” label, specifying the RPH has been created through this portal.		This new RPH will appear in our RPH Module in the CRM with the “external user” label, specifying the RPH has been created through this portal.
		+
		+	[[File:PA3.png\|1000px\|thumb\|center]]
		+
		+	[[File:PA4.png\|1000px\|thumb\|center]]

	==Leadworks==		==Leadworks==

@@ Line 37: / Line 37: @@
 # Quick Search: filter by predefined range of time
 # Search by Opportunity name
 By clicking the external proposal ID number, the system takes them to a new screen where they can see all the information regarding that specific proposal. There are 3 tabs here:

← Older revision		Revision as of 19:19, 9 December 2020
Line 57:		Line 57:

	This new RPH will appear in our RPH Module in the CRM with the “external user” label, specifying the RPH has been created through this portal.		This new RPH will appear in our RPH Module in the CRM with the “external user” label, specifying the RPH has been created through this portal.
−
−	~~ADD IMAGE~~

	==Leadworks==		==Leadworks==

@@ Line 72: / Line 72: @@
 This way it will prevent any other user from creating a new record with the same email address. This is to avoid having more than one person trying to contact a Lead at the same time, and having duplicate records
-ADD IMAGE
+[[File:L1.png|1000px|thumb|center|]]
 ==Payments==

@@ Line 46: / Line 46: @@
 '''Images Gallery:''' access to the loaded pictures for the job.
-[[File:PA1.png|1000px|thumb|center]]
+[[File:PA1.png|1000px|thumb|center|Main Tab]]
 ===RPH Creation===

@@ Line 28: / Line 28: @@
 After the partner receives our email and confirmation to proceed, they can access this portal to carry on with the proposal. At this point, the interface is very similar to our CRM and so the functions.
 Here our partners can consult all external proposals.
@@ Line 47: / Line 45: @@
 '''Images Gallery:''' access to the loaded pictures for the job.
 ===RPH Creation===