Nestlé Waters - custset.nestle-watersna.com Guide 7 Nestlé Waters New Customer Setup Application The real Production link is The New Customer Login page is displayed

Nestlé Waters New Customer Setup Application

User Guide

V6.3

User Guide 2

Table of Contents

1. Introduction ..................................................................................................................................................... 4

1.1 About the NW New Customer Setup Application ............................................................................................................ 4

1.2 Intended Audience ......................................................................................................................................................... 4

1.1 About the User Manual ................................................................................................................................................... 4

1.2 Common Tasks .............................................................................................................................................................. 5

2. Getting Started ................................................................................................................................................ 6

2.1 Accessing the NW New Customer Setup Application ..................................................................................................... 6

2.2 Forgot Password ............................................................................................................................................................ 7

2.3 Change the Password .................................................................................................................................................... 9

2.4 Password Alert ............................................................................................................................................................. 10

2.5 Log Out ........................................................................................................................................................................ 11

3. Create a Prospect ......................................................................................................................................... 12

3.1 Commercial Prospect ................................................................................................................................................... 12

3.2 Residential Prospect .................................................................................................................................................... 14

3.3 Add a Product .............................................................................................................................................................. 18

3.4 View Selected Prospect ................................................................................................................................................ 21

3.5 View Order Summary ................................................................................................................................................... 23

3.6 Schedule a Follow-Up .................................................................................................................................................. 24

3.7 Electronic Service Agreement ...................................................................................................................................... 28

4. Search for a Prospect ................................................................................................................................... 34

4.1 Update Prospect Details ............................................................................................................................................... 35

5. Search for a Customer .................................................................................................................................. 37

5.1 View Customer Details ................................................................................................................................................. 38

6. Map Customers / Prospects ......................................................................................................................... 40

7. Send Marketing Material ............................................................................................................................... 41

8. Reports .......................................................................................................................................................... 43

9. Frequently Asked Questions ....................................................................................................................... 44

10. Glossary ......................................................................................................................................................... 45

11. Index............................................................................................................................................................... 46

User Guide 3

Table of Figures

Figure 2-1 Logon ............................................................................................................................................................................... 7 Figure 2-2 Forgot password ............................................................................................................................................................... 8 Figure 2-3 Forgot password email reset link...................................................................................................................................... 8 Figure 2-3 Change password link ...................................................................................................................................................... 9 Figure 2-4 Change password ........................................................................................................................................................... 10 Figure 2-5 Password alert ................................................................................................................................................................ 10 Figure 2-6 Logout ............................................................................................................................................................................ 11 Figure 3-1 Create a commercial prospect ........................................................................................................................................ 12 Figure 3-2 Select the prospect’s address ......................................................................................................................................... 13 Figure 3-3 Create a BOP residential prospect .................................................................................................................................. 15 Figure 3-4 Select the residential address of the BOP ....................................................................................................................... 15 Figure 3-5 create a Non-BOP residential prospect ........................................................................................................................... 16 Figure 3-6 Select the residential address of the Non-bop prospect .................................................................................................. 17 Figure 3-7 Select the price schedule ................................................................................................................................................ 18 Figure 3-8 Select a product .............................................................................................................................................................. 19 Figure 3-9 Update the cart ............................................................................................................................................................... 20 Figure 3-10 Update the Selected Prospect Form ............................................................................................................................. 22 Figure 3-11 View Order Summary ................................................................................................................................................... 23 Figure 3-12 Schedule a follow-up .................................................................................................................................................... 25 Figure 3-13 Credit card information.................................................................................................................................................. 26 Figure 3-15 Monthly bill information ................................................................................................................................................. 28 Figure 3-16 Setup Confirmation Page .............................................................................................................................................. 28 Figure 3-17 Generate PDF button .................................................................................................................................................... 29 Figure 4-1 Search Prospect ............................................................................................................................................................. 34 Figure 5-1 Search Customer ............................................................................................................................................................ 37

User Guide 4


1. Introduction

1.1 About the NW New Customer Setup Application

The Nestlé Waters (NW) New Customer Setup Application is a Web-based application

that enables the employees of Nestlé Waters to add a new customer. Employees can

use the application to add the names of commercial and residential customers, store

customer details, and create a new customer.

1.2 Intended Audience

This manual is intended for all users of the NW New Customer Setup application,

whether on a tablet or on a desktop.

1.1 About the User Manual

1.1.1 Conventions Followed

The following table describes the styling conventions followed in the user manual:

Document Conventions

Description

Bold Bold typeface is used to present references to menu options, field names, procedure leads, screen names, and tab names.

Bulleted List

Bulleted lists are used for unordered series of concepts, items, or options, rather than a sequence of processes, events, or steps.

1. Numbered List

Numbered lists indicate the sequence of processes, events, or steps

Italic Italic typeface is used to present information that provides emphasis to content.

This symbol indicates a note of additional information

This symbol indicates the good-to-know information about a page or screen element.

User Guide 5


Document Conventions

Description

This symbol indicates the user to exercise caution. It warns that the failure to take over or avoid a specific action could result in loss of data.

1.2 Common Tasks

Common tasks are functions or tasks performed in common by users.

The following table has descriptions about the common tasks available in the

application.

Common Tasks

Button Description

Submit

Click Submit to submit the entered information to the application.

Reset

Click Reset to clear the entered information.

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2. Getting Started

The Getting Started section of the manual explains how to access the NW New

Customer Setup application, logon to the application, retrieve forgotten password,

change the user password, and log off after you complete the required tasks.

2.1 Accessing the NW New Customer Setup Application

This section explains how to log on to the NW New Customer Setup application. The

first time users can logon to the application by using their email address and the default

password: NWNA1234

To log on to the NW New Customer Setup application:

On a PC or tablet, open the browser window

During training, type the URL https://pre.custset.nestle-watersna.com

This link will allow you to complete the entire training process without actually

creating real customers

If you are logging on for the first time with the valid username and default

password, the ‘Update Password’ page is displayed. For more information, go to

Update Password.

Due to security rules, you only get 5 attempts with your password before your

account is locked. For more information, go to Forgot Password.

You need to change your password every 90 days.

https://pre.custset.nestle-watersna.com/

User Guide 7


The real Production link is https://custset.nestle-watersna.com/

The New Customer Login page is displayed

Figure 2-1 Logon

In the Username box, type the username

In the Password box, type the password

In the Enter the code below box, type the letters shown in the black box. Note that

these letters are case sensitive.

Click Login. The Create Prospect page is displayed

2.2 Forgot Password

If you have forgotten your password, you can request for a new password on the Log

on page.

To retrieve forgotten password:

Open the NW new customer setup application. The NW new customer setup

application logon page is displayed

In the Username box, type the username and then click the Forgot Password link.

After about 15 seconds, you will see the message “An email has been sent to your

registered email address. Please click the link in the email to login and reset your

password.”

Your account will get locked after five unsuccessful logon attempts. If this

happens, contact the System Administrator to reset the password.

Select the Remember Me box, if you want the browser to display the username

when you access the application.

https://custset.nestle-watersna.com/

mailto:[email protected]

User Guide 8


Figure 2-2 Forgot password

Open your Microsoft Outlook email program

You will receive a system email from [email protected]

Figure 2-3 Forgot password email reset link

Click the link in the email

This short term email link will take you to an Update Password page

You need to enter the username before you click the Forgot Password link.

Otherwise, you will see an error message.

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Enter a new, unused password that meets the Password Rules criteria listed on the

page.

Click Submit.

You will receive a confirmation that your password has been changed.

2.3 Change the Password

You can change your password by using the Change Password feature. You will be

prompted to change the password if your password is about to expire. If your password

had expired and you try to log on to the application, the change password screen is

displayed.

To change the password:

In the upper right of the page, click Change Password. The Change Password page

is displayed

Figure 2-3 Change password link

In the Old Password box, type the current password

In the New Password box, type the new password

In the Confirm Password box, type the new password again

User Guide 10


Figure 2-4 Change password

Click Submit. The password is changed

2.4 Password Alert

The Password Alert message is displayed five days prior to the current password

expiration. You need to change your password when you see this message. If you do

not change your password within the stipulated date, it will expire. After the date, when

you try to log on to the application, you will be prompted again to change your

password.

Figure 2-5 Password alert

For more information about changing your password, go to Change Password.

User Guide 11


2.5 Log Out

You can log out of the application from any page of the application.

To log out:

Click Log out at the upper-right of the page. You are logged out of the

application.

Figure 2-6 Logout

User Guide 12


3. Create a Prospect

You can add a prospective customer to the application by using the Create Prospect

feature. In the Create Prospect screen you can add the information of the prospective

customer in the commercial or residential category.

3.1 Commercial Prospect

The commercial category contains the names of customers who require products for

organizations, hospitals or other industries.

To create a prospect in the commercial category:

On the menu, click the Create Prospect tab. The Create Prospect page is displayed

Figure 3-1 Create a commercial prospect

On the Create Prospect page, click Commercial. The fields relevant to the selected

option are displayed

If the order is a onetime only order, select the Anytime Order dropdown. Otherwise,

the customer will default to Auto Delivery.

In the Business Name box, type the business name or name of the commercial

setup

In the Street Address box, type the street address

In the Zip Code box, type the 5 digit Zip code

The Create Prospect page is the home page of the application.

If you are disconnected in mid-session, the site will remember where you left off

when you log back in. If you wish to start over, click the Clear Session link at the

top of the page.

User Guide 13


The City and State will automatically populate based on the Zip Code

The Validate Address button is now available

Click Validate Address. Addresses that are relevant to the entered information are

displayed in a grid

Figure 3-2 Select the prospect’s address

Select the appropriate address from the grid. The business name, street address,

city, state, ZIP code, latitude, and longitude fields are filled based on the information

selected in the grid, if available.

In the Email Address box, type the e-mail address

In the Phone box, type the phone number of the customer. When you enter the

phone number, the system will check the database to see if that phone number

Enter the combination of street address, city name, and state or street address

and ZIP code to validate the address.

The e-mail address, phone, Fax, DUNS number, and Tax Id number fields will

be available after the address is validated.

User Guide 14


already exists. This reduces your data entry if we have already loaded the prospect

information or if you have already visited that location, but didn't complete the sale.

In the Fax box, type the Fax number

In the DUNS Number box, type the DUNS number of the organization

In the Tax Id Number box, type the EIN Number of the organization

Click Submit. The Products page is displayed

3.2 Residential Prospect

The residential category contains the names of customers who require products for use

at home. There are two types of residential customers: business owner prospects

(BOP) and regular residential (eg. employees).

3.2.1 Residential BOP

The business owner prospects (BOP) are privileged prospects. The organization with

which they are associated processes the payments. The products purchased by them

are billed to the business address and not to their residential address.

To create a BOP in the residential category:

On the menu, click the Create Prospect tab. The Create Prospect page is

displayed

If you enter a zip code that is outside our service area, you will receive a

message that says “The zip code entered is not serviced.” And you will not be

able to continue.

User Guide 15


Figure 3-3 Create a BOP residential prospect

On the Create Prospect page, click the Residential option. The fields relevant to the

selected option are displayed

In the Is It a BOP option, click Yes. The fields relevant to the selected option are

displayed

In the RMS Customer ID box, type the Route Management System ID of the

Customer. Currently, we only have RMS customers loaded in Digital Selling since

2007. So it is possible that older RMS customer numbers may not per present.

In the First Name box, type the first name

In the Last Name box, type the last name


In the Zip Code box, type the ZIP code


The Validate Address button is available


displayed in a grid

Figure 3-4 Select the residential address of the BOP



User Guide 16


Select the appropriate address in the grid. The street address, city, state, ZIP code,

latitude, and longitude fields are filled based on the information that you selected in

the grid.

In the Email Address box, type the e-mail address

In the Phone box, type the phone number of the customer


In the SSN Number box, type the social security number

Click Submit. The Products page is displayed. For more information go to: Add a

Product

3.2.2 Residential Non-BOP

Non-BOP users are regular prospects who buy products for use in their homes. The

products they purchase are billed to their residential address.

To create a Non-BOP in the residential category:

On the menu tabs, select the Create Prospect tab. The Create Prospect page is

displayed

Figure 3-5 create a Non-BOP residential prospect

On the Create Prospect page, click the Residential option. The fields relevant to the

selected option are displayed

The e-mail address, phone, fax and SSN fields will be available after the address

is validated.

User Guide 17


In the Is It a BOP option, click No. The fields relevant to the selected option are

displayed

In the First Name box, type the first name

In the Last Name box, type the last name


In the Zip Code box, type the ZIP code.


The Validate Address button is available.


displayed in a grid

Figure 3-6 Select the residential address of the Non-bop prospect

Select the appropriate address from the grid. The street address, city, state, ZIP

code, latitude, and longitude fields are filled, based on the information selected in the

grid

In the Email: Address: box, type the e-mail address

In the Phone: box, type the phone number of the customer



The e-mail address, phone, Fax and SSN fields will be available after the

address is validated.

User Guide 18


In the Fax: box, type the Fax number

In the SSN Number: box, type the social security number

Click Submit. The products page is displayed. For more information go to: Add a

Product

3.3 Add a Product

You can add one or more products to be delivered to the prospective customer that

you have selected by using the Product Page. You can select the product from the list

of products displayed. The products are displayed based on the customer details

provided by using the Create a Prospect page.

You can access the Products page from the following pages:

Create Prospect page

Search page

To add a product:

On the Product page, click the product category link. The products relevant to the

selected category are displayed

Figure 3-7 Select the price schedule

User Guide 19


In the Price Schedule list, select the appropriate price schedule. The product list

according to the price schedule selected is displayed

In the Promotion Code list, select the appropriate promotion, if the prospect is being

sold with a promotion (eg. 20% off first order for At Your Service)

Figure 3-8 Select a product

In the Qty box, enter the number of products

Click Add to cart. The product is added to the shopping cart

Repeat steps 1 to 3 to add more products / equipment to the shopping cart

By default, the price schedule based on the region of the customer is selected.

You can type number of product or click the and icon to select the number

of items.

User Guide 20


Figure 3-9 Update the cart

The number of items selected and the total price is displayed in the shopping

cart box.

The Gratis button should only be used for items that are authorized for Buy One

Get One Free (eg. Cups)

User Guide 21


Selecting the small orange note pad in the Order Cart allows you to:

Update the product quantity

Reassign the Sold By (eg. 1 piece of POU equip needs to be assigned to your

manager)

First Month Free on Equipment

Set “Regular Service”. If the box is checked for that product, RMS will assume it’s a

recurring order. If it’s unchecked, RMS will consider it a onetime order for that

specific item.

Click the Update Cart button to accept your changes

Click Check Out. The Selected Prospect page is displayed.

3.4 View Selected Prospect

You can verify the details of the prospect that you have selected. You can then provide

the delivery and billing information of the prospect. The details that you have entered in

the create prospect page are displayed here.

To add the product delivery location:

On the Selected Prospect page, in the Contact First Name: box, type the first name

of the contact person

You cannot modify the details displayed in the Selected Prospect page.

User Guide 22


Figure 3-10 Update the Selected Prospect Form

In the Contact Name boxes, type the first and last name of the contact person.

Normally the owner of the business or the resident’s name.

In the Delivery Information section, select the type of delivery location. The values

of the list will progress based on the selected option. If you select the first value, all

the following values need to be completed.

In the Delivery Date box, enter the date on which the product needs to be delivered

In the Delivery Time list, select the time or leave the default of Anytime

Select the Business Hours that the business is open

Select the desired Acquisition Code

Select the desired Group Code

Enter any Permanent or Temporary Notes by clicking the appropriate links

Select the Billing Address Same as Delivery Address check box, if the billing

address is same as the delivery address

Click Check Out, Schedule Follow-Up or View Order Summary to go to the

appropriate screen

You can type the date or use the calendar icon to select the date.

Click Check Out to go to the payment page.

Click Schedule Follow-up to fix an appointment with the customer for a follow-

up.

Click View Order Summary to view the order history of the customer.

User Guide 23


3.5 View Order Summary

You can view a summary of the selected products by using the View Order Summary

page. In this page you can also modify the quantity of the selected product or choose a

different product for the customer and checkout the products.

To view the order summary:

On the View Order Summary page, in the Quantity box, type a number to modify the

product quantity.

Figure 3-11 View Order Summary

User Guide 24


Click Update Delivery. The updated summary of the product that you selected is

displayed

Click Checkout. The Payment Checking page is displayed.

3.6 Schedule a Follow-Up

You can schedule an appointment with the customer by using the Schedule Follow-up

page. You can create an appointment and send an e-mail message to the customer

indicating the scheduled date of follow-up.

To schedule a follow-up:

On the Schedule Follow Up page, in the Follow-Up Date box, enter the date

In the Time list, select the time

You can type number of product or click the and icon to select the number

of items.

You can add more products by clicking the Browse Other Products link.

The details provided at the time of creating the prospect are displayed in this

page. The employee email address, prospect name, contact address, and

prospect phone number appear unavailable.

You can type the date or use the calendar icon to select the date.

User Guide 25


Figure 3-12 Schedule a follow-up

In the AM/PM list, select the time period

In the Action list, select the reason for a follow-up

In the Comments box, type the comment

In the Prospect Email Address box, type the e-mail address

Select the Save My delivery box, to save the products added to the prospective

customer’s profile

Click Schedule Follow Up. The meeting invite is displayed. The meeting invite will

be saved to your Outlook calendar and a copy will be sent to the prospect, if you

selected the box

3.6.1 Credit Card Information

You can add the credit card information of the customer, by using the Credit Card

Information page, to process the payment.

To add the credit card information:

On the Credit Card Information page, in the Name on Card box, type the name as it

appears on the credit card

By default, the Send Mail to Prospect box is selected. Clear the checkbox

if you do not want to send an e-mail message to the prospective customer.

User Guide 26


Figure 3-13 Credit card information

In the Credit Card Type list, select the card type

In the Credit Card Number box, type the credit card number

In the CID Number box, type the card identification number of the card

In the Expiration Date list, select the month and year

Ask the customer if their credit card bill is sent to a different address other than the

business address you previously entered. If so, uncheck the Third Address box and

enter their alternate credit card address. Click the Validate Address button to verify

that it is a deliverable postal address.

Figure 3-14 Alternate Credit Card Address

Click Pay and the confirmation message is displayed

When RMS processes the order, the customers’ credit / debit card will be authorized

for the full first order amount. So the customer may receive a notification from their

To know your CID number, click the Find your CID number link.

User Guide 27


bank or credit card company that an authorization was performed on their account.

The customer is not actually charged, just authorized. Banks have various time

frames to release the authorization, if the charge is not processed. If the order is an

Anytime Order, the full amount of the order will be charged immediately.

3.6.2 Personal Information

You can validate the business using the owners Social Security number (SS#) and

they will be credit checked as if they were a residential.

To add the owner information:

Select the Personal Information radio button

Complete all the fields in the form using the owner’s details and Validate the

address

Press the Pay Button to complete the transaction

The account will be submitted to the credit department for the normal less than 1

business day approval process

3.6.3 Monthly Bill Information

You can add the monthly bill information of the customer to process the payment, by

using the Monthly Bill Information page. The prospective customer’s details provided at

the time of creating the prospect are displayed in this page. After submitting a Monthly

Bill customer, a request will be sent to the Credit Department to review the new

customers. This review process can take up to 1 business day. Please add 1

additional business day to the set schedule to accomidate the credit approval step.

To add monthly bill information:

On the Monthly Bill Information page, type the information in the required fields to

modify the displayed information

User Guide 28


Figure 3-15 Monthly bill information

Click Pay and the confirmation message is displayed

Figure 3-16 Setup Confirmation Page

3.7 Electronic Service Agreement

If the customer is willing to give you their email address, you can have the system

automatically email them an electronic service agreement. This lets you skip the step of

hand writing out a paper agreement.

Click the Generate PDF button on the Order Confirmation screen.

Because pricing currently bumps after 12 months, you should leave the “Service

Plan Agreement Valid for” default alone.

12

User Guide 29


Figure 3-17 Generate PDF button

After about 10 seconds, you will receive a green confirmation message. If you see a

red message, the send failed. If the EchoSign process does fail, the customer will

still be setup in RMS and you can complete a manual service agreement.

User Guide 30


Signature request email is immediately sent to you.

Open the email and select the “Click here” link. The EchoSign signature page will

load.

Review the agreement and click the Start flag to drop you down to the Signature

area.

User Guide 31


Click in the yellow “Click to Sign” box.

The first time, it will walk you through creating a signature. You can use either a

typed signature or you can save an actual signature that you draw on the screen.

When your signature is entered twice, you will be allowed to click the “Click to eSign”

button.

When you click the blue “Click to sign” button, the agreement will be emailed to the

customer for their signature.

Immediately after you sign the document, an email will be sent to the

customer.

The process for the customer is the same; accept they will need to fill in their Title

and the Legal Name of their company. If it’s a residential customer, they can just

enter their name into the Title and Company fields.

User Guide 32


After the customer signs the agreement, you and the customer will immediately

receive an email confirming that they completed the agreement.

An attachment of the completed PDF is also included. If the customer forgets to sign

the agreement immediately, they will be reminded weekly that they need to sign.

User Guide 33


Example of completed Service Agreement PDF

If you need to review or cancel a Service Agreement after it has been sent, log into

your EchoSign account (https://nwnadirect.echosign.com/), click Manage and search

for the document. From there, you can review its status or cancel the document by

highlighting the document and clicking the Delete button in the upper right corner of

that window.

If customers are telling you they keep receiving notifications, log into your EchoSign

account, click Account, then Personal Preferences, then Events/Alters Preferences.

Change the frequency of the notifications or stop the notifications all together by

unchecking the desired boxes. Click the Update button at the bottom of the page to

save your changes.

EchoSign Notes

https://nwnadirect.echosign.com/

User Guide 34


4. Search for a Prospect

You can search for a prospect in the NW New Customer Application by using the

Search page. You can search for both commercial and residential prospects on this

page. You can also update the details of the prospect by using this page. The search

results display the list of names of prospective customers added to the application. You

can also broaden the search by including the names of past quit customers and current

customers.

To search for a prospect:

On the menu tabs, select the Search tab. The Search page is displayed.


In the displayed customer option, select Commercial or Residential.

In the displayed fields, type the search criteria. Any field can be used to search. Do

not use the “*” wildcard field, as it is not needed. Any words entered in fields can

appear anywhere. eg. Main in 1234 Main St.

Click Search. The search results form is displayed.

Clicking the Type header will resort the list so that Prospects (P) are grouped

together

If you are using a tablet, you will also see a radius option to select records that

are ¼ mile, ½ mile and 1 mile from where you are standing.

In the displayed search results, select the desired record and click Continue to

go to the Products page.

User Guide 35


4.1 Update Prospect Details

You can update the details of the existing prospect by using the update prospect page.

You can update both the commercial and residential prospects by using the Update

Prospects page.

To update the prospect details:

In the search results displayed, select the prospect name.

Figure 4-2 Search Results

Click Update Prospect. The update prospect form is displayed.

You can broaden the search results by selecting the Past Quit and Current

Customers check box.

User Guide 36


Figure 4-3 Update Prospect

In the Contact Address box, type the contact address

In the City box, type the name of the city

In the State box, type the name of the state

In the Zip code box, type the ZIP code

In the Prospect Phone Number box, type the phone number


In the DUNS Number: box, type the DUNS number of the organization

In the EIN Number: box, type the EIN Number of the organization

In the Prospect Status list, select the status of the prospect

In the Comments box, type the comment

Click Update Prospect Status. The details of the prospect are updated

You cannot modify the Business name, First name, or e-mail address of the

prospect. These fields appear disabled. You can modify only the available fields.

User Guide 37


5. Search for a Customer

You can search for a customer in the NW New Customer Application by using the

Search page. You can search for both commercial and residential customers on this

page. You can also view the details of the customer by using this page. The search

results display the list of names of customers added to the application.

To search for a customer:

On the menu tabs, select the Search tab. The Search page is displayed.


In the displayed customer option, select Commercial or Residential.

In the displayed fields, type the search criteria (eg. Zip Code) Any field can be used

to search. Do not use the “*” wildcard field, as it is not needed. Any words entered

in fields can appear anywhere. eg. Main in 1234 Main St.

Click Search. The search results form is displayed.

Clicking the Type header will resort the list so that Customers (C) are grouped

together

User Guide 38


5.1 View Customer Details

You can view the details of the existing customer by using the update prospect page.

You can update both the commercial and residential prospects by using the Update

Prospects page.

To view the customer details:

In the search results displayed, select the customer name.

Figure 5-2 Search Results

Note that lapsed / non Cup & Small Pack buyers are displayed in the search list

Click View Details. The update prospect form is displayed.

User Guide 39


Figure 5-3 View Customer

Click Back to Search Results Page link to go back.

User Guide 40


6. Map Customers / Prospects

From the Search Results Form, you can map the customers and prospects near your

location (tablet), by Street, City or Zip Code.

To generate a map:

Change the Show Results Per Page drop down to 100, if your query returns more

than 20 records

Click the View Map button

The map will display, including a legend describing the types of records displayed. If

you mouse over each map point, you will see the details in a pop-up. Standard map

controls are included (Zoom, Pan, Satellite and Street View)

Figure 6-1 Google Map

The number of records being mapped will impact the amount of time for the map

to generate, so don’t try to map to many records at one time

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7. Send Marketing Material

Digital Selling allows you to send an email and marketing material to a prospect

automatically. Your email address will be included in the body of the email.

Click the Email Docs tab

Select the desired Brand, enter the Customers email address and the PDF

attachment you want to include. You can use the Alt key to select multiple materials.

Figure 7-1 Email Sales Materials

Click Send Mail

User Guide 42


This is an example of the email that is sent. The PDF document is the marketing

attachment. And your email address is included in the body for prospect questions.

User Guide 43


8. Reports

Digital Selling allows you to generate reports.

Click the Report tab

Use the filter fields to narrow the report results.

The key field to help narrow your data is the From Date and To Date fields. Those

will limit the date to a specific time range.

Click Generate Excel

You will see a box pop up at the bottom of the screen (Internet Explorer)

Click the Open button

Excel will automatically start up and open your report

If you get a message “No records found!” change the filter fields to include more

data

User Guide 44


9. Frequently Asked Questions

I am on a tablet and I lost my wireless connection in the middle of setting up a

customer, what do I do?

a) The system will remember where you left off, and when you log back in, it will

return to that screen.

b) If you do want to start over, click the Clear Session link in the header

The send Service Agreement (Generate PDF button) is failing, what do I do?

a) The customer’s email address must be valid and you cannot send the agreement

to yourself

b) If you are still getting an error, contact the system administrator

The customer is getting EchoSign notifications too often. How do I change the

frequency?

a) Log into your EchoSign account https://nwnadirect.echosign.com

b) In the header, click Account > Personal Preferences > Events/Alerts Preferences

c) Change the bottom section Email notifications to a longer time frame (eg. 1

week)

d) Click the Update button to save your changes

The customer doesn’t want to sign the electronic service agreement and I need to

cancel it. How do I do that?

a) The first option is the customer has a link in their reminder email that says “Click

here if you wish to stop receiving reminders about this agreement.” This option

will just stop the notifications, not cancel the agreement.

b) To cancel the agreement, log into your EchoSign account

c) In the header, click Manage

d) In the Search Documents field, enter the document code from the notification

(eg. 0441532652)

e) Highlight the agreement and click Cancel in the upper right corner of the search

box. This will permantly cancel the agreement and stop the notifications.

https://nwnadirect.echosign.com/

User Guide 45


10. Glossary

Term Definition

BOP Business Owner Prospect

Commercial Customer Customers who require products for organizations, hospitals or other industries.

DUNS number Data Universal Numbering System number.

Tax Id number Employer Identification Number or Tax Id Number

Phone number Ten digit unique telephone number.

Prospect The customer to be added to the application.

Residential Customer Customers who require products for use at home

SSN number Social Security Number

User Guide 46


11. Index

A

Add

Add a Prospect, 12

Product, 18

P

Password

Change the Password, 9

Forgot Password, 7

Password Alert, 10

Payment

Credit Card, 25, 27

Monthly Bill, 27

Prospect

Commercial, 12

Create a Prospect, 12

Residential BOP, 14

Residential Non-BOP, 16

Search, 35, 38, 42, 44, 45

Update, 36, 39, 41

View Selected Prospect, 21

V

View

Order Summary, 23

Selected Prospect, 21