wimax sales order entry. order entry process step 1: login step 2: pre-qualification step 3: credit...

WiMAX Sales Order Entry

Order Entry Process

Step 1: Login

Step 2: Pre-qualification

Step 3: Credit check

Step 4: Select service plan

Step 5: Complete the sale

Step 6: Add services

sales.clearwire.com

Enter Username and Password, then click “Login”

Your Name Here

Sales OE Portal

For new customers, click “Start New Order”

Verify you are logged in correctly

Add additional services to existing customer

Refer a Friend, 2.2.2.5 Tracker and CQ

Cheetah scores & Training Materials

Order Entry Process

Step 1: Login






Customer Pre-Qualification

To verify customer is in a serviceable market, enter their complete primary service address

Select “credit check” option or “no commitment” option as appropriate *

Click “Search” to continue

* All Business rate plans require a credit check!

Customer Pre-Qualification

Your Name Here

Possible address matches appear and are selectable - click on one of the radio buttons for submission to pre-qual

If one of the choices is not the prospect’s address, address can be adjusted and resubmitted

Ensure you select the right address!

If you don’t know address for certain – go to “Find Address on a Map”

Credit Check

Enter and confirm customer’s SSN for credit check (credit check not required for “No Commitment” plans)

Note: “Business as Individual” checks SSN instead of Tax ID

Your Name Here

Your Name Here

Credit Check

Non-passing scores of D, E, & N must select a “No Commitment” plan

Credit-Based Plans

• Credit check on two-year agreements and business plans only

• D, E, & N customers must do “No commitment” option with activation fee

• Response of * (an asterisk) means customer has fraud alert on their identify– Has to be verified by our fraud team before being entered

– Request Manual Review via CQ ticket

• Activation waived for contract plans– Clear Modems, Clear USB Modems, and Clear 4G+ Mobile USBs all have

lease and purchase options depending on contract vs. no contract

• Accepted payment methods:– Credit & Debit Cards (All Sales channels)

– Cash (Retail Sales channel only)

Credit-Based Plans

Credit Check

Response

Activation Fee:No

Commitment

Activation Fee:2-yr

Contract

Clear Modem

Clear USB Modem

Clear 4G+ Mobile USB

Eligible for Promotions?

A $35.00 $0.00

Lease: $4.99/mo

Purchase: $79.99

Lease:$4.99/mo

Purchase: $59.99

Lease:$5.99/mo

Purchase: $224.99

Yes on 2-yr Contract

B $35.00 $0.00 Yes on 2-yr Contract

C $35.00 $0.00 Yes on 2-yr Contract

D $35.00 Not Eligible Not Eligible

E $35.00 Not Eligible Not Eligible

N $35.00 Not Eligible Not Eligible

* Customer has a fraud alert on their identity. This must be verified by the fraud team – request a Manual Review via a CQ ticket.

ETF

• Begins at $120

• Decreases by $4 each month over life of contract

• No ETF for “No Commitment” plans

Months Completed

0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23ETF ($) 120 116 112 108 104 100 96 92 88 84 80 76 72 68 64 60 56 52 48 44 40 36 32 28

Pre-Qualification Completed

Once customer is qualified, available plans are displayed

Order Entry Process

Step 1: Login






WiMAX Gate Page

After address is verified, available plan options will be shown - click on one of the “Start Order” buttons to begin

WiMAX Plan Page

Choose Plan (or Choose Combo)

Choose Plan Options• Equipment• Contract length• Security and hardware add-ons

Add Features and Accessories (not shown) and then review with customer

Add Voice service

M2M Plans

If a month-to-month plan is needed, click here to display those options

WiMAX Combo

Select Combo type

Choose plan options under “Home” or “Mobile”

WiMAX Plan Page

When contract length is selected (if applicable) the activation fee discount will be cited

Your Name Here

Provisioning Hardware

Note any options, offers and/or discounts

Verify your name and location so you get credit for the sale

Order Entry Process



Step 1: Login




Customer Information

Select whether or not customer will receive emails about CLEAR

Enter all valid customer information

Select how customer heard about CLEAR from drop down menu or type in referral code

Billing Information

Enter customer name as it appears on their credit card and enter credit card address

Enter credit card number (must be repeated to customer to meet legal requirements; billing address must be same as credit card address)

Enter three- or four-digit security code

Authorization Hold Policy

• For New Activations & Add-on Activations:– Small authorization of $1 occurs during payment method entry to verify card is valid– Big authorization of $20 or amount of sale (whichever is greater) plus 15% or 20%

of purchase (for estimated taxes) occurs at end of activation process when order is submitted

• Sales tax estimate (based on market) is submitted at time of activation– If taxable address is part of non-taxable market, no tax estimate will be assessed

• How long does it takes for a hold to fall off?– VISA – known to fall off between 3-5 business days from date of transaction– MasterCard and Pre-paid Cards – known to take between 3-30 business days from

date of transaction

• Why does CLEAR hold the Pre-Auth for so long?– CLEAR does NOT hold the pre-authorization– The customer’s Financial Institution (i.e., bank that issued the card account) has

internal rules that determine the length of time a pre-authorization remains on a customer’s bank account

Security Information

Enter the customer’s requested service name/MyAccount login

An alternate email address is required

Options Example: Hardware Protection Program

Confirmation that the Hardware Protection Program was added can be viewed on Checkout screen

If features need to be removed or added, click “Change plan or options”

Terms and Conditions

“By activating or using the Clearwire service or equipment, you agree to be bound by Clearwire's standard Terms and Conditions set out at our website: www.clear.com.The standard Term for all of our customers is 2 years.If you stop making payments before the end of your term, you may be responsible for an early termination fee. If you remain a customer after the period ends, no termination fee will be required.You are also responsible to return the equipment in proper working order at the end of term or you may be charged a replacement fee.”

Review Order

Your Name Here

John Doe

“You’ve agreed to a two-year term of ________ service. The first ________will be discounted to $ (remember promotion). After that, the monthly cost of the service, including equipment, will be $_______. Taxes are applicable only to the equipment lease fee. The shipping fee for the modem is (if applicable) $9.99 and the cost of activation is $________.”

Click “Place Order”

Confirm Order

“Here are a couple numbers for your reference. Your Order ID is ______________. Your Customer ID is _____________.If you need to contact us for any reason, email us via our website, www.clear.com, or call 1-888-888-3113.Thank you for choosing CLEAR. Is there anything else I can do for you?”

Click here to print

Your Name Here

John Doe

Your Name Here

Order Entry Process



Step 1: Login




Add Services

If adding service to an Existing Account, click “Add Services”

Add Services: Multiple Accounts

• Allows customers to have multiple hardware solutions on a single billing account

• Single credit checks for new customer who is going to open multiple CLEAR accounts

• One bill with all account details

Add Services: Multiple Accounts

Your Name Here

Customer requesting services must have administrative account access - otherwise this error will appear

Sales partners need to enter the MyAccount username and last four digits of customer’s billing method

Adding Clear Voice

Once logged in, click on the link to add new Digital Voice Service

Clear Voice: Customer Information

Select plan and equipment option Note whether additional lines and/or local number porting are needed

Clear Voice: Hardware Information

MAC address is available on outside of the box or on the bottom of the device

Enter MAC address of supplied Clear Voice Adapter (or choose to ship device to the customer) and select Adapter model

911 Registered Location

Information provided to public safety officials in the event of an emergency – verify with customer that information is correct

Enter customer 911 address – information is broken down to ensure 100% accuracy

Failed 911 Registration

Address submitted for 911 registration will be validated - if address is submitted incorrectly or is unrecognizable, an error will be returned

911 Terms of Service & CPNI

Along with standard Terms of Service, customer must also acknowledge limitations of 911 service – review with customer before proceeding

Customer must also read and acknowledge the CPNI Notifications

Complete eLOA

When porting, customer must read and agree to our Electronic Letter of Agency (eLOA)

Thank you for attending!

NOTES PAGE

wimax sales order entry. order entry process step 1: login step 2: pre-qualification step 3: credit...

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