BPS Salesforce Process For BPS Partners

BPS Salesforce Process Create or find an account Create or select a contact Create an opportunity Create a BT Cloud Phone opportunity/order

Create a new account – existing BT Customer Insert telephone and click search for account TIP – If you don’t see the Enter telephone field when you first log on it is because it is hidden. Click on the small blue arrow at the left hand edge of the page to open it up.

Create a new account – existing BT Customer Click on Account Name

Create a new account – existing BT Customer It is important that the CUG is present if placing an order.

Creating a Contact Create a new contact or select an existing one

Creating a new Contact Complete all mandatory fields. Please use the customer’s full name. Click Save after completing all information. ( continued on next slide).

Creating a new Contact (continued) Ensure all mandatory information is completed and that consent is recorded as “Yes”

The new contact is now created

Contact record (continued)

Create the Opportunity Click on Opportunity and then IP Comms Requirements

IP Comms Decision Tree

Creating an account - customer does not have an existing BT telephone number If the customer doesn’t have a BT Telephone number, the base management team will need to allocate a CUG and an LE. If an existing BT Account cannot be found from the telephone number, an will automatically be sent to the BTB Base Management Team You can create an opportunity without a CUG but if it is for Cloud Phone, Cloud Voice, BT One Phone or a BT Business Direct lead, the order/lead won’t progress anywhere without the CUG allocated to the account. The base management team will need the customer’s registered address and registered company number and the customer’s full trading name ( particularly for sole traders and partnerships). They may the account creator to ask for further information. When they allocate the CUG they will the account creator to confirm that it has been added to the account. It will then be visible in the CUG field.

Create and account for a new BT Customer

Create account – new BT customer

Create and account for a new BT Customer Text field for registered address and co registration number

Create and account for a new BT Customer There is no CUG allocated yet. You can create an opportunity but you cannot progress an order or lead until the CUG is allocated.

If you get this screen, it could be that you have accessed something that is not part of your profile. However If it is preventing you from creating an account, opportunity or an order please report it. Insufficient privileges

Best Practice 1.Try to find a BT telephone number to create the account 2.Always ensure that all the fields are completed when creating the contact 3.If you have an issue contact the systems helpdesk at 4.Remember that the CUG needs to be present before you can progress an opportunity or order.