WiMAX Sales Order Entry

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WiMAX Sales Order Entry
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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
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sales.clearwire.com
Enter Username and Password, then click Login
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Sales OE Portal
Verify you are logged in correctly
For new customers, click Start New Order
Cheetah scores Training Materials
Refer a Friend, 2.2.2.5 Tracker and CQ
Add additional services to existing customer
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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
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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!
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Customer Pre-Qualification
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 prospects
address, address can be adjusted and resubmitted
If you dont know address for certain go to
Find Address on a Map
Ensure you select the right address!
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Credit Check
Enter and confirm customers SSN for credit check
(credit check not required for No Commitment
plans)
Note Business as Individual checks SSN instead
of Tax ID
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Credit Check
Non-passing scores of D, E, N must select a No
Commitment plan
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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 have lease option
• Clear USB Modems have purchase only option
• Accepted payment methods
• Credit Debit Cards (All Sales channels)
• Cash (Retail Sales channel only)

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Credit-Based Plans
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ETF

• Begins at 120
• Decreases by 4 each month over life of contract
• No ETF for No Commitment plans

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Pre-Qualification Completed
Once customer is qualified, available plans are
displayed
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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
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WiMAX Gate Page
After address is verified, available plan options
will be shown - click on one of the Start Order
buttons to begin
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WiMAX Plan Page
Choose Plan (or Choose Combo)

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

Add Voice service
Add Features and Accessories (not shown) and then
review with customer
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M2M Plans
If a month-to-month plan is needed, click here to
display those options
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WiMAX Combo
Select Combo type before choosing plan options
(under Home or Mobile)
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WiMAX Plan Page
When contract length is selected (if applicable)
the activation fee discount will be cited
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Provisioning Hardware
Verify your name and location so you get credit
for the sale
Note any options, offers and/or discounts
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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
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Customer Information
Enter all valid customer information
Select whether or not customer will receive
emails about CLEAR
Select how customer heard about CLEAR from drop
down menu or type in referral code
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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
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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) 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 customers 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 customers bank
  account

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Security Information
Enter the customers requested service
name/MyAccount login
An alternate email address is required
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Options Example Security Suite
Confirmation that CLEAR Security Suite feature
was added can be viewed on Checkout screen
If features need to be removed or added, click
Change plan or options
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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.
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Review Order
Youve 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 ________.
Your Name Here
John Doe
Click Place Order
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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?
Your Name Here
Your Name Here
Click here to print
John Doe
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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
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Add Services
If adding service to an Existing Account, click
Add Services
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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

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Add Services Multiple Accounts
Sales partners need to enter the MyAccount
username and last four digits of customers
billing method
Your Name Here
Customer requesting services must have
administrative account access - otherwise this
error will appear
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Adding ClearVoice
Once logged in, click on the link to add new
Digital Voice Service
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ClearVoice Customer Information
Select plan and equipment option
Note whether additional lines and/or local number
porting are needed
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ClearVoice Hardware Information
Enter MAC address of supplied ClearVoice Adapter
(or choose to ship device to the customer) and
select Adapter model
MAC address is available on outside of the box
or on the bottom of the device
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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
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Failed 911 Registration
Address submitted for 911 registration will be
validated - if address is submitted incorrectly
or is unrecognizable, an error will be returned
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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
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Local Number Portability
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Complete eLOA
When porting, customer must read and agree to our
Electronic Letter of Agency (eLOA)
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Thank you for attending!
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• NOTES PAGE

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• NOTES PAGE