AT&T Bolt-On Ordering & Sales Tool BOOST (Direct)

Transcription

1 AT&T Bolt-On Ordering & Sales Tool BOOST (Direct) BOOST Overview BOOST (Bolt-on Ordering and Sales Tool) is an AT&T sales platform that serves as the ordering and billing system for both AT&T s Tech Support 360 and Web Hosting Services. The BOOST training is divided into 2 parts: BOOST for Direct Sales BOOST for Indirect Sales Both are comprised of an on-line tutorial accompanied by a learning guide. This document will address BOOST for Direct Sales. Objectives After reading this document, you will be able to: Login to the BOOST system Search accounts in BOOST Create a BOOST account Record sales for the products sold directly through BOOST Configure Web Hosting Domains Use a Promotion Code Schedule an appointment Access the Terms and Conditions page Add the Terms and Conditions customer s security question Recognizing the Pending status for sales In This Document This document contains the following topics: Topic Page Logging In 2 New Customer - Advanced Subscription 3 Basic Unix Hosting Month to Month w/ Web Advantage) 7 Apps Services or AFL Bundle Offers 13 Business Class 16 Pending Order - Backup and Go Premium w/ Guest Accounts 18 P a g e 1

2 Logging into BOOST Login Screen Follow the steps below to login to BOOST: 1 Click Internet Explorer - Favorites Note: if BOOST is not already in your favorites, use this link to log on, and add to favorites. 2 Click BOOST Login 3 Enter your User Name and Password Note: Your password is case sensitive. 4 Click Login (do not use Enter key during this step) Note: Your USER ID and Password are assigned to you. If you become locked out of BOOST, please see a Supervisor or Administrator for assistance. P a g e 2

3 - New Customer New Customer - Advanced Subscription In this section, we will create an account and then record the sale for a new customer. In this example, we will show the sale of a Tech Support 360 Advanced Subscription. Follow these steps to create a new account and then record the sale of an Advanced Subscription: 1 On the Sales tab, click 2 Enter the following required customer information in the Customer section: Address Office Phone Number First Name Last Name Company Name Business Address Zip Code Note: Enter the zip code first! The City and State will automatically populate. 3 Determine the customer s method of payment (credit card or BTN) and make the appropriate selection in the Billing field P a g e 3

4 - New Customer, New Customer - Advanced Subscription, 4 In the Sell Product section, under Available Products; Click on the appropriate type of product (In this example, Advanced Subscription, from the Tech 360 Menu) 5 Click Add to move the product to the Selected Products column If applicable, select the promotion code from the drop-down menu displayed below: 6 P a g e 4

5 - New Customer, New Customer - Advanced Subscription, Conti nued 7 If the product being sold does not include Backup and Go, you will receive a pop up window asking if the customer would like to Upgrade the order? Note: In this example, we are not upgrading. 8 Click the Skip button Click the Complete Order button 9 P a g e 5

6 - New Customer, New Customer - Advanced Subscription, 10 Click Process Payment to complete the order The Sales Order Screen appears with a summary of the order and an order number. Review the confirmation page to ensure the information is accurate. Note: If the customer wishes to schedule an appointment, use the Schedule Appointment button to access scheduling. 11 P a g e 6

7 New Customer, New Customer - Advanced Subscription, 12 To move the customer to immediate service, or to make an appointment for another time, use the screen shown below. Note: once you have scheduled an appointment, either immediate or for another time, the confirmation shown below will appear: P a g e 7

8 Customer Basic Unix Hosting Month to Month w/ Web Advantage Customer - Basic Unix Hosting Month to Month w/ Web Advantage In this section, we will record the sale for an Customer. In this example, we will show the sale of a Basic Unix Hosting Month to Month w/ Web Advantage subscription. Follow these steps to record a sale of a Basic Unix Hosting Month to Month w/ Web Advantage for an existing customer: 1 On the Customer Care tab, click Find Customer 2 Enter the customers address. 3 Click Search 4 When the Search Results appear, Click the Sell to link beside the customer s information to move to the screen P a g e 8

9 - Customer Basic Unix Hosting Month to Month w/ Web Advantage, Customer - Basic Unix Hosting Month to Month w/ Web Advantage,. 5 Customer information will automatically populate into the Record a Sale screen 5 6 In the Sell Product section, under Available Products; click on the appropriate type of product (In this example, Shared Hosting Plans, from the Web Hosting menu) 7 Click the Add button to move the product to Selected Products 6 7 P a g e 9

10 - Customer Basic Unix Hosting Month to Month w/ Web Advantage, Customer - Basic Unix Hosting Month to Month w/ Web Advantage, 8 After adding the product you will see the Configure Shared Hosting Plans, shown below: 9 If the customer does not already have a registered domain name, they will need to purchase and register one. Click Register New 10 Type the customer s choice for a domain name. Be sure to spell it back to the customer for accuracy. Note: Domain names are NOT case sensitive. 11 Click Check Availability Note: BOOST will check for the availability of the name. If the domain name is already in use, a list of available domain names will appear. 12 Select the desired length of time for Registration Length Note: In this example, we are selecting 1 Year P a g e 10

11 - Customer Basic Unix Hosting Month to Month w/ Web Advantage, Customer - Basic Unix Hosting Month to Month w/ Web Advantage, 14 In the Plan section, select the appropriate Operating System Note: In this example, we selected UNIX. 15 Select the Plan Type Note: In this example, we selected Basic Shared Hosting. 16 Select the Registration Length Note: In this example, we selected 1 Month. 17 If a Promotion is applicable, select the appropriate promotion type. Note: In this example we selected WebAdvantage. 18 Select any Add-Ons that the customer requests 19 Click OK P a g e 11

12 - Customer Basic Unix Hosting Month to Month w/ Web Advantage, Customer - Basic Unix Hosting Month to Month w/ Web Advantage, 20 Click Complete Order Click the Terms and Conditions button 21 P a g e 12

13 - Customer Basic Unix Hosting Month to Month w/ Web Advantage, Customer Basic Unix Hosting Month to Month w/ Web Advantage, The Terms and Conditions will pop up on your screen, shown below: 22 Read the Terms and Conditions script to the customer. If the customer agrees, click the box marked Yes 23 Set up a Security Question for the customer from the drop down menu 24 Have the customer provide the answer and enter the answer in the space provided. Check for accuracy. 25 Click OK Complete the sale and review the confirmation page as shown on page 6 in the previous section of this document P a g e 13

14 Customer - Apps Services or AFL Bundle Offers Customer - Apps Services or AFL Bundle Offer In this section, we will record the sale for an Customer. In this example, we will show the sale of an AFL Bundle Offer. Follow these steps to record a sale of an AFL Bundle Offer for an existing customer: 1 Enter the customer s address on the page. The customer information will populate that way and you don t have to go to the Customer Care page. 2 In the Sell Product section, under Available Products; click on the appropriate type of product (In this example, AFL APP Standard Package, from the Bundles menu) 3 Click Add 2 3 P a g e 14

15 Customer - Apps Services or AFL Bundle Offer, Customer - Apps Services or AFL Bundle Offer, 4 Follow the previous hosting example if the customer needs to register a new domain or enter the customer s existing domain and select Use. You do not need to check availability of a domain the customer already owns. 5 You will notice that when purchasing this bundle, there is no need to configure the plan and the fields automatically populate with the appropriate information 6 Be sure to complete any Add-Ons as purchased by the customer 7 Click OK P a g e 15

16 Customer - Apps Services or AFL Bundle Offer, Customer - Apps Services or AFL Bundle Offer, Follow the steps as previous outlined to complete the sale: 8 Read the Terms and Conditions script to the customer and set up a Security question as shown on page 12 in the previous section of this document 9 Complete the sale Click Process Payment and review the confirmation page as shown on page 6 in the previous section of this document P a g e 16

17 Customer - Business Class Customer Business Class In this section, we will record the sale for an Customer. In this example, we will show the sale of Business Class . Follow these steps to record a sale of Business Class for an existing customer: 1 Enter the customer s address on the page. The customer information will populate that way and you don t have to go to the customer care tab. 2 In the Sell Product section, under Available Products; click on the appropriate type of product (In this example, Plans, from the Web Hosting menu) 3 Click Add P a g e 17

18 Customer - Business Class , Customer - Business Class , 4 Follow the previous hosting example if the customer needs to register a new domain or enter the customer s existing domain and select Use. 5 In the Plan section, select Business Class for the Plan Type 6 Select the appropriate Registration Length 7 Select the appropriate Promotion if applicable 8 In the Add-On section, select the number of mailboxes the customer wants for each level of service. The Basic is selected as a default, but if the customer doesn t want Basic mailboxes uncheck that box and select one or both of the others. The customer can mix and match their accounts. You do need to enter quantities in the additional mailbox section if the customer wants more than 1 mailbox per level. 9 Click OK Read the Terms and Conditions script to the customer and set up a Security question as shown on page 12 in the previous section of this document 11 Complete the sale Click Process Payment and review the confirmation page as shown on page 6 in the previous section of this document 9 P a g e 18

19 Customer - Backup and Go Premium w/ Guest Accounts Customer - Backup and Go Premium w/ Guest Accounts In this section, we will record the sale for an Customer. In this example, we will show the sale of Back up and Go (BUG) Premium w/guest Accounts. Note: In this example, the sale will show as pending. Typically, sales show as pending when a customer has a BTN that is not yet billable. In most cases, new BTNs may take up to 1-2 weeks before becoming billable. When the billing information is approved, the pending status will be automatically removed. Follow the steps below to Customer Backup and Go Premium with Guest Accounts: 1 Enter the customer s address on the page. The customer information will populate that way and you don t have to go to the customer care tab. 2 In the Sell Product section, under Available Products; add all BUG accounts. Note: BUG accounts must be added separately. First, add the Premium account, and then add the guest account(s). 3 Click Add 4 Click Complete Order P a g e 19

20 Customer - Backup and Go Premium w/ Guest Accounts, Pending Orders, 5 Complete the sale, click Process Payment 6 The Sales Order screen will appear Pending along with a pending order number Note: the order will complete automatically when the billing number is authorized.. 6 P a g e 20

21 Additional Notes Notes and Resources The BOOST URL is If you do not have access to BOOST, please talk to your manager about getting access. If you do not understand the products and promotions being offered in BOOST, please refer to OIL to learn more. This document is only meant to make you familiar with how to use BOOST, how to place an order, but does not cover in detail the actual products and promotions. OIL: Go to Products A to Z. Web Hosting is under AT&T Web Hosting and can be found in the Zero-C tab. Tech Support 360 is under Tech Support 360 and can be P a g e 21