Partners User Guide - Partner Relationship Management Software
Contents
1. Copyright 2013 Pungu LLC Page 9 PRMDeals User s Manual August 2013 to quickly categorize this incoming deal For example a Target Action which says Contact to close by end of the quarter certainly gives critical time horizon information to your sales organization 4 The next piece is the estimated deal Amount This is another one of those important pieces of information which can help you or members of your sales staff properly prioritize incoming leads Having said the above this field is not required to submit a new deal 5 Click to continue Edit a Deal To edit an existing deal click MOEto send a note about what needs to be changed Your admin or assigned user managing your deal will then update the system to reflect vour changes For example Notes Add Note 06 29 2013 09 52 Partner Cuxo Need to edit target amount to 125 000 Adding More Contacts To add more contacts go to Account click on the account you wish to add more l 7 contacts and click Add New Contact Click to continue Copyright 2013 Pungu LLC Page 10 PRMDeals User s Manual August 2013 Deal Notes Enter notes pertaining to this deal This is a powerful feature which enables you to take notes during phone calls and other follow up efforts Click Note to begin adding wal notes to this deal Click to continue View Notes To view Notes pertaining to your deals click the Notes sec2. To quickly add a contact from the Accounts page click the icon Note You can also search for Accounts using the search box Reports Use the PRMDeals Reports area to get complete system reports Reports can be viewed on demand or downloaded into an Excel file for additional processing User Reports To get User sales team member level reports click on the Users drop down and select the relevant user Copyright 2013 Pungu LLC Page 13 PRMDeals User s Manual August 2013 Users Status ug __Users Leads Created E From 07 29 2013 EE To 08 29 2013 You can also select From and To dates to filter by Date selection To get reports based on Deal Status use the drop down selector to select whether you want all Open Won or Lost Deals Report Summary PRMDeals gives you a quick report overview of your account The top right section of your Reports page shows the quick summary report All Open Won Lost Leads 13 5 2 3 Amount 1957 1055 8ra 29 714 00 f 74 00 000 00 000 00 Report Details Easy Visuals Designed to be intuitive the details area of the Reports section enable you to perform a visual sweep of your deals For example the Stages column shows color coded Deal Stages reports which present you with a quick pictorial representation of how your deals are faring Amount Created By Assigned To Video Surveilance Equipment 50 000 00 Sol Brother Suzy Rixe a Open 08 28 2013 S
3. Video Files Embeddable video files like Flash or FLV will be displayed as videos in the browser without the need to download first and then play For example video for eleap demo JW Player Download Files Downloading Document files is easy Simply click on the download icon to begin the process PRMDeals Dashboard Your PRMDeals dashboard contains a quick overview of your account At a glance you can see information for Last Updated Deals Last Closed Deals Last Uploaded Documents You can also click on the main menu tabs Deals to access those areas Copyright 2013 Pungu LLC Page 7 PRMDeals User s Manual August 2013 Dashboard Last Updated Deals Last Uploaded Documents Video Surveilance Equipment 1 minute video for eleap demo gt Aug 14 2013 Marketing stuff Aug 14 2013 CL partner only Aug 05 2013 Deals The Deals area is the nerve center of the PRMDeals system This is why you have a Partner account Deals Add Deal Name Accounts iv Assigned To iv Q Filter Account Assigned To Created By Created Video Surveilance Equipment Global Security Suzy Rixe Sol Brother 08 28 2013 Open Steven Johnson CaptureLeave Suzy Rixe Sol Brother 08 05 2013 Open Add Deal Add Deal To add a new deal click Ada Deal Add Deal Name Add a name for your deal here Account select M Add New Account Target Action Amount Assign To Select Next 1 Add a name for your new deal A de
4. ACCOUNT CONTOCUS snai 12 90 13 Ore POS eE E EE EE 13 Repor SUNIY erani narar NEEE a 14 Report Details Easy VISUAIS csccccescccccsceccccecsceccccececccsceccececscscescececscescececscecescececs 14 Eolo Biel can 15 SUPPOM ai 15 Copyright 2013 Pungu LLC Page iii PRMDeals User s Manual August 2013 Introduction Welcome to PRMDeals The PRMDeals system enables any organization to begin leveraging their existing network or customers partners referrals and others to generate highly qualified deals which can be turned into closed business quickly and efficiently We have poured a lot of user interaction experience UX gathered over a decade of developing systems for E Learning Training Recurring Billing and Subscription Management and Vacation Tracking and Leaves of Absence Management PRMDeals is simply a complete smart and fun way to organize and streamline deal registration processing and optimizing to generate increased revenues The purpose of this document is to provide you with complete detailed instructions on setting up and working with your Partner account so that you can make the most of the application s powerful functionality Copyright 2013 Pungu LLC Page 1 PRMDeals User s Manual August 2013 Logging into the System Your account administrator will need to set you up with a Partner account Once your account is set up you will receive an email notification at the email address
5. 40 KB 08 05 2013 08 34 26 di Your Documents dashboard is organized by Document Name Category Type Size Approval status Date Created as well as Download options Documents Categories You can click on the dynamically generated Categories tabs to view documents listed under each specific category For example click on Important to see all Important documents Name Q search All categories Important Oldstuff Junk Pricing Education Documents Search You can search for specific documents using the search feature available in PRMDeals Simply input the search term and click the search icon See an example Copyright 2013 Pungu LLC Page 5 PRMDeals User s Manual August 2013 Documents Name Category How it Works Important Add Document Add Document To add a new document to your collection click Add Document button Add Document Name Name or empty Category No category sal File Choose File No file chosen 1 Enter the Document Name 2 Select a Document Category 3 Click Browse or Choose File to select your document to be added Document Approval Once a document is added either by you the document needs to be approved before it becomes available for viewing This is a fail safe feature to prevent accidental document distribution Your administrator will process the new documents submitted Copyright 2013 Pungu LLC Page 6 PRMDeals User s Manual August 2013
6. 05 2013 CL partner only Aug 05 2013 Copyright 2013 Pungu LLC Page 3 PRMDeals User s Manual August 2013 Profile Edit Profile 1 G Edit Your Profile tab enables you to edit your account information Click the button to get started Edit profile First Name Partner Last Name Cuxo Organization BigBlue Fisheries Phone 6049479411 Email don captureleave com Make changes and click Save to confirm your new changes Change Password To change your password you have two options you can go to the login page and click Reset Your Password or you can go to your profile page and click ange Password You will need your old password as well as the new password to make this change Documents Knowledge is power Your account Admin can share important documents with you These tools are design to help you succeed With PRMDeals you are also able to upload documents for distribution in any format you like To access your Documents area click the account dropdown menu and select Documents menu item Copyright 2013 Pungu LLC Page 4 PRMDeals User s Manual August 2013 My Profile Documents id I Logout Documents Dashboard Documents Name All categories Important Old stuff Junk Pricing Education Name Category Type Size Created video for eleap demo gt Education flv 3 80 MB 08 14 2013 16 36 51 Marketing stuff Old stuff png 283 67 KB 08 14 2013 16 06 19 di CL partner only docx 14
7. PRMDeals SIMPLY MANAGE PARTNERS Partner Manual PUNGU LLC 173 Sears Avenue Suite 282 Louisville KY 40207 Phone 502 638 2399 Email support prmdeals com Twitter http twitter com PRMDeals www prmdeals com PRMDeals User s Manual August 2013 Copyright Information Notices Copyright 2013 Pungu LLC All Rights Reserved This publication is protected by copyright and all rights reserved No part of it may be reproduced or transmitted by any means or in any form without prior consent in writing from Pungu LLC You may make a copy or reproduce any part of this manual for your own personal use Making copies for any other purpose is a violation of U S Copyright law Copyright 2013 Pungu LLC Page ii PRMDeals User s Manual August 2013 Table of Contents INEFOGUCHO csrl ria ii allea Ei irnaiiano 1 OGONI OT TE SV iaia 2 300 RR CR E RE TE 4 EPPOI 4 gre a1 oe PAS 4 DOCUMENTS icetescncovoceccsascnstccomorcscecnsecatscccsesceentectseseseauontecscuewssecenensnssncaxsenscanvesesusewesecs 4 Documents Dashboard 5 Documents Categories suli 5 DOCUMENTS Ciriani iii 5 ACGDOUMEeR isci casi 6 Document Approvdl s sesoesesosoesoscesoscoesoscoesosoosoesosoesosossosoesososoesossesosoesosoesoesosossosoeseso 6 VIC CO FIOS cireni ada 7 Downlod FIS 7 PRMDeals Dashboard porno ao od 7 Delio 8 Adelina 8 Edi a ala i 10 Adding Morcone 10 Dedalo lang int 11 VIEMENOLES iii iii 11 Ae 11 FaN ACCOUNT nici 12
8. al name can be something like New Software Package Purchase Copyright 2013 Pungu LLC Page 8 PRMDeals User s Manual August 2013 2 Select froman existing account to add or click Add New Account to create a new Account We will discuss Accounts in greater detail in the Accounts section However if you are submitting a new deal to a new account it is important to complete the New account part of the form before Saving your new deal An account consists of an Account Organization and at least one an Account Contact both of which are required Add Deal Name Add a name for your deal here i Account Select Company Name First Name Target Action Country United States v Last Name Amount City Title Assign To Select v State Email Province Phone Zip Add More Phone Fax Website a If you do have existing accounts already established and wish to add this new deal to an existing Account simply select the existing account from the drop down menu Name Add a name for your deal here Account Select D rnat Acti foie s Coffee Shop Inc en Greenwich Street Tavern Dunkin Donuts Pizza Stop Jimbo s Hamburger Palace CapiureLeave CPA International Global Security Azimio Afro Hunter Company Vanessa Norton Amount Assign To 3 Setthe Target Action This is an important piece of the new deal submission process The Target Action will enable you or other members of your sales team
9. teven Johnson 3 500 00 Sol Brother Suzy Rixe B Open 08 05 2013 Copyright 2013 Pungu LLC Page 14 PRMDeals User s Manual August 2013 You can click or hover over the particular Deal Stages icon to get more info For example Assigned To Suzy Rixe Open 7 ia Suzy Rixe _ Open Export to Excel To download your PRMDeals Reports click the button Your report will be downloaded in Microsoft Excel format Once downloaded you are free to integrate this report into other systems you might already have A B C D E F H Name Amount Created By Assigned To Stages Status Created l Video Surveilance Equipment 50000 Sol Brother Suzy Rixe Undecided Open 08 28 2013 Steven Johnson 3500 Sol Brother Suzy Rixe Contacted Bad Lead Open 08 05 2013 Support PRMDeals Support is available 24 hours per day 7 days a week Getting started or managing your PRMDeals account is easy The PRMDeals Online Library How to do everything videos and manuals user guides with step by step instructions will help you manage all aspects of your PRMDeals System account Contact PRMDeals 24 7 via Phone 502 638 2399 Fax 502 585 2345 Email support prmdeals com Copyright 2013 Pungu LLC Page 15
10. tion Peery 08 25 2013 23 06 Don Weobong Started calling program for this lead Accounts Accounts are companies that are associated with Deals The Account area represents the organization that will purchase or close the deal Once Accounts are created they can continue to be used for new deals to be created Add Account To add an account click the button The only required fields needed to create an account are the Name and Phone fields Copyright 2013 Pungu LLC Page 11 PRMDeals User s Manual August 2013 Add Account Name ACME LLC Country United States 7 City Sioux Falls State Province SD Zip 57117 Phone 5023155455 Fax Website http acmelic org Edit Account vr Edit To edit an existing account click on the name of the account and then select Gear v Make the necessary changes and click to continue Account Contacts Each account needs to have a contact or contacts associated with it Contacts are the actual people you will need to call or otherwise connect with to move the deal forward Add New Contact To add a new contact to an account click Contacts require at least First Name Last Name and email or phone fields Copyright 2013 Pungu LLC Page 12 PRMDeals User s Manual August 2013 Add Contact First Name Steve Last Name Baller Title President Email steve msisforyou com You can also click REX to edit specific contacts or RI to delete the contact
11. used to set you up PRMDeals to don Hello Partner Congratulations lelania LLC has created a Partner account for you To log into your account go to https prmdeals com login Your access Information is Your Email don captureleave com Your Password 2gj66h5g If you have any questions or concerns feel free to contact us Sincerely Click on the link https prmdeals com login and follow the steps below to successfully log in to PRMDeals Login Email Address Password Reset Your Password C Remember me Don t have an account Sign Up for free Copyright 2013 Pungu LLC Page 2 PRMDeals User s Manual August 2013 1 Enter the Email Address that you were registered under 2 Enter the Password that was displayed in your welcome email Hint you might want to copy and paste the password in order to avoid errors Click the MAIN button to login to PRMDeals When you first log into PRMDeals you will be taken to your account Dashboard Dashboard Last Uploaded Documents video for eleap demo gt Aug 14 2013 Marketing stuff Aug 14 2013 CL partner only Aug 05 2013 Your dashboard can contain Last Uploaded Documents Last Closed Deals and Last Updated Deals You can use your account dropdown menu to access your Profile and Documents tabs PRMDeals cr SIMPLY MANAGE PARTNERS Dashboard Last Uploaded Documents video for eleap demo gt Aug 14 2013 Affiliate Marketing Aug
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