Adding Premier Phone
Adding Premier Phone
Embedded Files
Review Phone Feature by Package on KEY to see which features are included in Premier phone
- Go to SC to start a new Service Change
Don't forget to enter B5 in the sales reason box!
Check out the Current Campaigns page to check for any eligible campaigns!
2. Go to the TS screen, and remove the following codes, if they exist
2. Go to the TS screen, and remove the following codes, if they exist
Essential Economy
CDTESS TECFDSC
EFP TECFP
3. Click on the occurrence to select it, then click Occ Pkgs
3. Click on the occurrence to select it, then click Occ Pkgs
4. Click Add on the left hand side
4. Click Add on the left hand side
5. Pick the Premier package, then click Select
5. Pick the Premier package, then click Select
6. If the Select Service pop up appears, just click Select for each service offered.
6. If the Select Service pop up appears, just click Select for each service offered.
These are tax credits that will very from site to site.
7. Go to SS. In the pop up, mark the order Office Only, then hit Enter
7. Go to SS. In the pop up, mark the order Office Only, then hit Enter
8. Make sure Office Only is checked, then hit Enter
8. Make sure Office Only is checked, then hit Enter
Note: the No Schedule box must be unchecked
9. The Order Summary screen will appear. Review the MRC with Taxes, Change, and Prorate with the customer. Once the customer agrees, hit Enter.
9. The Order Summary screen will appear. Review the MRC with Taxes, Change, and Prorate with the customer. Once the customer agrees, hit Enter.
NOTE: It is fraudulent to go past this point in the sale without the customer consenting to the new rate. Proceeding without explicit customer approval will result in disciplinary action up to, and including, termination.
10. Set the Status to Completed. Enter your sales number in the Installer box, then hit enter
10. Set the Status to Completed. Enter your sales number in the Installer box, then hit enter
11. Enter today's date in the Start Bill Date box, then hit enter
11. Enter today's date in the Start Bill Date box, then hit enter
Make sure to enter the date without any slashes or special characters. For example, 10/03/20 should be entered as 100320
All Done!
All Done!
Don't forget to leave notes on the account with what services you added, and for what price!
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