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Business Connections (Referral Program)
1.
Business Connections Program
Overview January 2009
2.
3.
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8.
9.
Signing Up Your
Vendor www.xo.com © 2006 XO. All rights reserved. Your vendor is now registered and can log in to submit a lead!
10.
Help Your Vendor
Submit Leads www.xo.com © 2006 XO. All rights reserved. 4. 1. 2. VENDOR LOGIN Step 1: www.xo.com Step 2: Scroll Down Step 3: Click on Referral Program Step 4: Login 3.
11.
12.
Help Your Vendor
Submit Leads www.xo.com © 2006 XO. All rights reserved. Entering A Lead Enter company and contact information Make certain that your vendor selects YOUR market and name! You must be certified for your name to appear in the dropdown box!
13.
Help Your Vendor
Submit Leads www.xo.com © 2006 XO. All rights reserved. Verify & submit the lead Lead successfully submitted!
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The Life of
a Business Connections Lead www.xo.com © 2006 XO. All rights reserved. How to Find a Lead in LiNX 1. Click on the Campaigns Tab 1.
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The Life of
a Business Connections Lead www.xo.com © 2006 XO. All rights reserved. How to Find a Lead in LiNX 1. Click on Vendor Referral NOTE: If a current customer submits a lead, you will locate this lead under “Customer Referral.”
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26.
The RFC Process
www.xo.com © 2006 XO. All rights reserved. 1. 2. RFC via Remedy Step 1: Go to insideXO Step 2: Click on IT Helpdesk Step 3: Click on “OK” 3.
27.
The RFC Process
www.xo.com © 2006 XO. All rights reserved. RFC via Remedy Step 1: Click on Open A Ticket Step 2: Enter your User Name & Password Step 3: Click on “Login” 1. 2. 3.
28.
The RFC Process
www.xo.com © 2006 XO. All rights reserved. RFC via Remedy Step 1: Case Type, chose “Problem” Step 2: Reported System, chose “Business Connections” Step 3: Select appropriate Reported Item 1. 2. 3.
29.
The RFC Process
www.xo.com © 2006 XO. All rights reserved. RFC via Remedy Step 1: Short Description must include: Customer Name Account Number Order Number Step 2: Initial Description Field: Any additional comments 2. 1.
30.
The RFC Process
www.xo.com © 2006 XO. All rights reserved. RFC via Remedy Step 1: Review all of the information provided Step 2: Note the information needed in the Short Description & Initial Description Step 3: Click “Next”
31.
The RFC Process
www.xo.com © 2006 XO. All rights reserved. RFC via Remedy Step 1: Click “Add” to attach additional information if needed Step 2: Click “Browse…” find desired document then click “OK”; Confirmation window will appear Step 3: Click “Submit” 3. 2. 1.
32.
The RFC Process
www.xo.com © 2006 XO. All rights reserved. RFC via Remedy Step 1: Note your successful submission of a RFC via Remedy 1.
33.
Resources www.xo.com
© 2006 XO. All rights reserved. Scott Ellison (314) 787-7786 Business Services, Central Region [email_address] Business Connections Program Information: https:// apps.xo.com/referral /
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