March 3, 2016

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Speakers

Mike KleihegeSr. Director, Sales Support

Ryan BurnsSr. Director, Corp. Comm

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Atlas – Sales Order Tab

Agenda1.Sales Order2.Service Orders3.Customers Tab

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Outcomes

1. Sales Orders: Knowledge of capabilities of the Sales Order tab

2. Service Orders: Manage the Delivery of Services

3. Customers Tab: Manage Customer Accounts

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Proposals: News Orders

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

The contact whose information is entered here will be the default recipient of all communications, unless specifically modified on later screens.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

If the address you entered does not match one of the options provided, verify the address using the USPS zip code tool. before choosing “Just use the address I entered.”

Proposals: Selecting Products

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

“Doesn’t need device” may not be available for all seats.

Proposals: Review the Draft Proposal

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

LOA and Bill Copy Attached at time of order submission. Service Delivery will do the porting.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

If the address you entered does not match one of the options provided, verify the address using the USPS zip code tool. before choosing “Just use the address I entered.”

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

To conserve DIDs, it is recommended to choose a rate center rather than to assign DIDs.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Compact View

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Proposals: Calculate Shipping & Tax

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Create an Order Package without first submitting a Proposal.

Proposals: Review Email

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Proposals: Create Order Package

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Option: Create an Order Package without first submitting a Proposal.

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Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Proposals: Submitting the Order

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Review the order and the attached documents for necessary signatures before submitting order.

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Managing the Service Delivery Process

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Managing the Customer Accounts

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Outcomes

1. Sales Orders: Knowledge of capabilities of the Sales Order tab

2. Service Orders: Manage the Delivery of Services

3. Customers Tab: Manage Customer Accounts

4

Confidential and Proprietary. Subject to Non-Disclosure Agreement.

Resources Available

1. Today’s Presentation

2. Webinar Recording

3. Tutorial Videos

4. Links will be provided in the follow-up email

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Training Road Map

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• 3/16: Customer Administration Portal

• 3/30: UC Content for Your Lead Gen

• April 13: Restart Q2 curriculum

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