1. Welcome to iDSS Partner XtraNet Training
For Lead Administrators Assigning Leads
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This slideshow has 17 slides

2. iDSS Partner XtraNet Basics
You will now receive all Leads through the iDSS Partner XtraNet
As a partner, you will have a unique login & password
You will receive Alerts for each new Lead sent to the XtraNet and Alerts will also be sent with Lead updates
Lead updates and decisions will show in the XtraNet immediately after the DMO/CVB updates any of the information
Leads responded to will remain in a history queue for future reference
Correspondence/communication between the Bureau that sends you leads and your location will be stored in the Partner XtraNet
All relevant Lead information will be displayed and you can view attachments such as the RFP, etc.
Hotels will enter Rooms Picked Up post-event, making the reporting to the Bureau much more efficient
LOGINS & PASSWORDS WILL BE SENT AT THE END OF EACH DAY/START OF NEXT DAY TO EACH ATTENDEE

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Partner Roles
There are three different types of roles for Partners. Your DMO will assign those roles to the users at your organization. There is the “Partner Administrator”, “Partner User” and “Partner Pickup”. Partner Administrator and Partner User roles work and look the same, except that the Partner Administrator receives all leads sent to the partner, then assigns them to individuals (or self) at the organization. The Partner Administrator at your location will have one extra menu button called Assign Leads.
A Partner Admin has additional permissions beyond the User level. The Admin has access to ALL of the leads sent to their organization, unless a certain lead was sent directly to an individual assigned to receive Venue or Accommodations leads. The Admin can respond (accept or decline) to all leads and then search all the leads to see if they have been read and can reassign them if necessary.
The XtraNet Lead Pickup role allows the user to enter Contracted/Pickup numbers after the event has passed.

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When an organization sends you a lead, you will receive an notification letting you know you have received a lead, and to click on the link provided to login to the iDSS system to respond.
From: Sent: Monday, January 29, :25 AM To: Your Name Subject: A Lead(s) has been delivered to you Login to see details: cvb.idssasp.com You can receive an like the one above or you can receive an with the entire lead document shown within the body of the for you to review. The Destination Marketing Organization (DMO) or CVB (Convention & Visitors Bureau) has the ability to send either type of notification.

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Website Address available 24 hours a day, 7 days a week from any global location with internet access!
Each person working leads at your location must have a unique user name and password. If you do not have a user name and password assigned to you, contact your CVB/DMO. iDSS can not issue user names and passwords.

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Password Help:
If you forget your password, click the Forgot your Password? Link. Enter your user name and click Retrieve. The screen will refresh and inform you that the password was sent to your address.
If you forgot both your password and user name, you will need to contact your CVB/DMO.

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Lead Messages:
The Lead Messages is the first screen that you see after logging in. This is where you will see update notes that indicates any changes in status, or updates on leads that have already been assigned to you. A note is issued by the CVB/DMO when the status of the event changes or a note is added to the lead.
To go into the lead, click on the Go To Lead link to the right of each note.

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Assign Leads
After logging in, below the Notes section of your Home Page is the Unassigned Leads section. See the Unassigned Open Leads in the grid located in the bottom half of the screen. These are leads that are Open and waiting for a response from your location.
Click on the Go to Lead on the far Right of each lead in the queue to view the lead.
You want to Assign every lead before accepting or declining the lead.
This tells the Organization that sent you the lead, who is working this lead.

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Assign Leads:
1. Select the Leads you will be assigning to a User (do one User at a time) by checking the box in the first column. Review the grid to help you determine who to Assign the Lead to or click on the Event link to see the entire Lead for more details.
2. Click the dropdown arrow at Assign Selected Leads to: and select the person from the dropdown list that the Lead(s) will be assigned to.
3. If you want an sent to the newly assigned user that notifies them they have a Lead, check the box Notify Assigned User Via- .
4. Click Assign. The screen will refresh and the Lead(s) will leave this screen and go to that user’s screen.

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Searching for Leads
As a Partner Administrator, you have the ability to search for any Lead previously sent to your Account, no matter who it was Assigned to.
To search all of your received leads, go to Search > Reassign Leads.
Select your search criteria by clicking on the dropdown arrows or calendar icons to set your choices and then click the Search button. Your search results will appear at the bottom of the screen.
See an explanation of each filter option on the following page.

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To SEARCH on All leads received, make sure all dropdown fields are set to –No Filter- and all other fields are blank.
Assigned User: Only Partner Admins can search for each user’s leads at your location by selecting their name in the Assigned User dropdown or you can leave it set to – No Filter – and search for all leads sent to your location. Partner Users can only search for their own Leads.
Lead Date: You can search by Lead Date (the date the lead was received) by selecting a From and To date by either typing the date in manually or using the calendar icon.
Respond By: You can search by Respond By date (the date the lead needs to be responded to) by either typing the date in manually or using the calendar icon.
Start Date: You can search by the start date of the event by either typing the date in manually or using the calendar icon.
End Date: You can search by the end date of the event by either typing the date in manually or using the calendar icon.
Lead Type: You have two options, Accommodations or Facility/Venue Space.
Lead Status: You can search for leads that are either No Response, Open, Accepted, and Declined, or Unknown.
Event Type: You can search for received leads by their event type by selecting Meeting, Reunion, Sporting, Tour, Wedding, Etc.
Event Status: Inquiry, Lead, Tentative, Definite, Lost Opportunity, Canceled Booking, History, Etc. To see an Event Status, you must first select an Event Type.
Account Name: You can type in the name of any Group (client name) and search for all events for that group. Make sure all other fields are empty or set to – No Filter.

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Common Lead Searches
Leads declined by your Staff or Leads due that have not been responded to:
Click on the Menu button Leads > Assign Leads.
In the Assigned User field, select the User that you are checking.
Enter Dates if you are looking for a specific date range of when the Leads were Sent to your Account, or the dates the Event takes place.
Change the Lead Status to Accepted if you want to see all of the Leads that this user Accepted in that date range or if you left dates empty, it would pull back every Lead they ever accepted.
Change the Lead Status to Open to see any Leads still waiting for a response.
Click Search. (Change the Filter options until you get the results you are looking for)
Only Partner Administrators have the rights to do this! Partner Users do not.

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Reassign Leads
Partner Admins have the ability to Reassign Leads to a new user if for instance, a staff person leaves and you want their Leads to be moved to another user.
Click on the Menu button Search> Reassign Leads.
In the Assigned User field, select the User that you are changing From.
Change the Lead Status to NO FILTER to move all Leads ever assigned to that person.
Click Search. (Change the Filter options until you get the results you are looking for)
Check the box in the first column or click All.
Change the drop down box to the person you are reassigning To.
Check the “Notify Assigned User Via- ” checkbox if you would like them to receive an notification in their regular work inbox.
Click Assign. The Leads will go to the new person.

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Log Out.
Now that you’ve Assigned any new Leads and checked your Messages, you can Log out. Remember to Log back In and check for messages on a regular basis and to Assign new Leads when you get future Alerts!
You can go to the iDSS > Log Out tab to log out of the system, or you can simply close your internet browser. Remember to Log Out if you are leaving your desk for a period of time so that if another PI user is at your computer, they are not logged in as you. Logging Out forces the next person to Log In as themselves.
The rest of this presentation shows you some of the extra things you can do as a Partner Admin. Please go through the next few pages to familiarize yourself with these features.

15. Troubleshooting - Not Receiving Email AlertX
Troubleshooting - Not Receiving Alert
There have been occasions where a Partner indicates that they are not receiving the lead notifications. Here are some of the steps to take to resolve this.
You must be set up as with a login name and password by your DMO in order to receive the lead notifications.
Next, it is important that your address given to the DMO is a valid address. Sometimes sent from the iDSS System can be blocked by a spam blocker such as McAfee Anti-Spam, Norton Spam Filter or Outlooks built-in junk mail rules.
To prevent a third party spam filter from blocking s from the iDSS system you will have to add the address: *.idssasp.com to the acceptable addresses in your third party spam filter. To stop Outlook from considering iDSS System notifications as junk mail you will need to open Outlook, select Tools and then Options. Select Junk .
When you click on Safe Senders, press Add and enter *.idssasp.com. Press OK and then press the Blocked Senders button. Then make sure that iDSS.com is not in the Blocked Senders list. If it is then you will highlight it by clicking on it and pressing remove.

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Please Note
The dropdown list of user’s at your location should always be accurate. If you notice names of people that no longer work at your location, or names of people who are missing, please contact the organization that sends you leads immediately to keep this list current!
*IDSS Support can’t create new contacts, logins, or remove contacts from this list. Only the organization that sends you leads can do this.

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HELP MENU
If you click on the Help menu, you will find the most recent training documents for you to access in PDF and PPT format.
Go to the folder called Partner Interface Help for the latest manuals and presentations.
THANK YOU!
To learn how to Accept/Decline leads, view the Partner User Powerpoint Training found under the Help Menu!
If you have questions, contact Support by