Onboarding simply means signing up a new subscriber sale or adding a lead with interest in future service.
Vision is set up with a familiar shopping cart process to step you through adding a new subscriber into the system.
Follow the step-by-step prompts for a quick and easy way to add a subscriber's account.
Reminder: Location rules everything. Only the services, offers and packages available are pulled up as qualified to the subscriber's location.
Adding a new subscriber from the VISION homepage
Click on the VISION homepage or dashboard.
This is a quick way to add a fiber Internet Subscriber when you do not need to double check visuals on the map or line of sight for wireless Internet service.
Adding a new subscriber using Google Maps (recommended for wireless)
Click Line of Sight Tool on the homepage to either place a pin, or search for a location.
Using maps allows you to toggle select layers to view available services. Once your pin is placed you can check the line of sight profile for wireless service as well as all tower calculations in relation to your location. You can also use Google streetview to check the surrounding area for potential interference.
With a pin on the desired location, click the pin, then click the + icon to begin Subscriber Onboarding process.
Step one of the shopping cart, enter in the Subscriber's address, then click VERIFY ADDRESS to check the address against Google maps, the USPS database and your own records.
If the address is already in your database, it will return one result. Or you will see additional similar pre-existing addresses located in your records.
Click on the verified address. If no match comes up, click Skip Verification.
Step two, choose the type of Subscriber (e.g. Business or Residential, etc as set up by the Admin) to display the available offers. Offers can be viewed by type by using the checkboxes to the left.
To add an offer click .
Click Show Packages to view the service items within the package.
Click to choose the offer and move on to Invoicing Information.
Third, enter in the subscriber contact information.
Click PROCEED TO INVOICING.
Choose how the Subscriber will be invoiced, then click CHECK OUT to proceed to the newly created Subscriber Account Page.
From the new subscriber account page, you can manage any next steps on the account. Or if Workflows are tied to the service, you can kick off your process to turn up service. Admins can learn more about Workflows here.