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APOS Overview
Smarter Renewals Overview
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Partner

Getting Started

01 My Details 02 User Management 03 How to Automate your Contacts and Margin

Menus & Functionality

01 Settings Menu 02 Filters Menu 03 How to Configure your Dashboard 04 3-Dot Menu Actions for all Renewal Types 05 History Tab 06 How to Configure your Account Detail Table 07 End Customer Portal

Inquiries & Communication Paths

01 End Customer Inquiry Journeys 02 Message Hub and Communication Paths

Reports & Pipeline Management Strategy

01 How to Manage Your Part Number Opportunities 02 How to Manage Your Contract & Bid Opportunities 03 CSV Report Options

1. My Details

Learn how to set up your personal details, add your logo and banking information, and more. It’s easy to do from the Settings Menu, watch this video to learn more.

2. User Management

User Management is where Admins can add, edit or delete other users and roles for their organization. Watch this video to learn how.

3. How to Automate your Contacts and Margin

Once you are set up, your number one priority is to automate your contacts and margin--so when new opportunity is loaded, your work is already done. Watch this video to learn more.

1. Settings Menu

The Settings menu allows you to enhance your contact details, add additional Users, and much more. This is a complete review of what you can do in the Settings menu. Watch this full review of everything available in the Settings menu.

2. Filters Menu

Using the Filters allows you to customize your view and focus on the accounts and opportunity you really want to activate. Watch this video to understand the variety of filters available to you.

3. How to Configure your Dashboard

Customize the information in your Dashboard so your favorite widgets appear each time you log in. Watch this video to learn more.

4. 3-Dot Menu Actions for all Renewal Types

This is a full review of what actions are available with the 3-dot menu for Part Number, Contract and Bid. Watch the video to learn more.

5. History Tab

The History Tab will show you when an original order has been split by a Customer. Watch this video to learn more.

6. How to Configure your Account Detail Table

Customize columns into the order you prefer to see your account detail table—including several different views. Watch this video to learn more.

7. End Customer Portal

See what your Customer’s experience will be when they log in to their Portal—allowing you to assist them with their questions. Watch this video to learn more.

1. End Customer Inquiry Journeys

Your Customer has the ability to either message their Rep and ask questions or request a quote for a Hardware Refresh. In either case, it is important you understand when your Customer has an inquiry. Watch this video to learn more.

2. Message Hub and Communication Paths

The Message Hub is a convenient way to reach out to your Channel Distributors and Partners without leaving the Platform. You can also message your Lenovo rep as well! Watch this video to learn more.

1. How to Manage Your Part Number Opportunities

There is a strategy to activating your Part Number opportunities, and this video walks you through the details.

2. How to Manage Your Contract & Bid Opportunities

For those with ISG Contract and Bid opportunities, watch this video to learn best practices.

3. CSV Report Options

A CSV file contains a large amount of valuable data used to activate your opportunities. Watch this video to learn where you can download a CSV—including the differences between the reports as you pull them.

If you need help with specific functionality you can’t find here, please reach out to your Lenovo representative for assistance.
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