Activation/Enrollments

Video

Enrollment and Ordering Process

1. Access the Enrollment Module:
   • From the main dashboard, navigate to the left-hand menu.
   • Select Prepaid/postpaid orders (PC109).
   • Click on New Enrollments (PC1142).
2. Enter Customer Information:
   • Zip Code: Enter the customer's zip code in the blank form and click GO.
   • Customer Name: Enter the customer's first and last name.
   • Service Address: Enter the customer's service address details. The system will auto-populate the city and state based on the zip code.
   • Mailing Address: Select the appropriate mailing address option (e.g., Same as service address, Different, or PO Box).
   • Contact Details: Enter the customer's phone number and a valid email address, as the customer will receive all future carrier correspondence at this email.
   • Choose Plan: Select the desired plan from the drop-down menu.
   • Click Next Step.
3. Handle Equipment:
   • Handover Type: Select the appropriate option based on the customer's situation, such as whether they have their own SIM, if it is a port, or if it is a shipment request.
     1. Handover options: Customer has SIM and can give its information, Portin (same as first option), Shipment (customer does not have a SIM, the system will assign a SIM), or BYOD (bring your own device, typically will not use)
   • Model: Select the appropriate device model- eSIM, SIM, or device.
   • Click Next Step to proceed.
4. Process Payment and Finalize:
   • Review the Overall Cost Details (Plan cost, activation fees, etc.).
   • Click Submit.
   • Select the Payment Method (e.g., Credit Card, Agent cash, Skip payment, or Dealer wallet).
   • Click Proceed.
5. Confirmation:
   • Upon successful completion, you will see a Congratulations confirmation screen.
   • This screen serves as confirmation that the customer was successfully staged or activated and is ready for service.
   • You can use the system generated Customer ID or Enrollment ID to visit the customer profile to ensure details are accurate.