Table of Contents

Sales Agent Resources

The resources linked below are intended to provide an overview of main topics and actions that sales agents would need to be familiar with when using Sonar software.

Required Resources

Knowledge Base Article

Description

Relevant Cast(s)

Account List View: Overview

This article provides an overview of the information and features available from the account list view within Sonar.

Account List View (3:47)

Account Management View: Overview

The account view screen is home to both current and historical information about the account and allows you to perform a variety of actions against an account. This article details all of the information and actions that are available from within this screen and how you can interact with it.

Account Management View (26:14)

Creating a New Account

This article provides an example of what account creation looks like in Sonar, and serves as a rough step-by-step guide to creating an account in your own instance.

Creating a New Account (11:53)

Notes & Tasks: Best Practices & Use Cases

Notes and tasks allow you to keep all employees on the same page with account related information and help to prevent any necessary tasks from being overlooked. This document contains details on each feature as well as the how-to's of setting them both up.

Notes (2:56)

Tasks (5:02)

Serviceable Addresses: Overview and Usage

This article will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations.

Serviceable Addresses (3:21)

Manual Transactions

This article will take you through how to use manual transactions in Sonar, and covers applying services, using refunds and reversals, and managing credits.

How to: Adding a Service to an Account

In this article, we review how you can add all of your services to an account, where these services are added, and what the addition looks like.

Ticketing: Overview

This document provides a general overview of the ticketing system within Sonar as well as ways to interact with tickets and ticket features.

Ticketing Interface (14:38)

Knowledge Base Article

Description

Relevant Cast(s)

How to Best Use Global Search

Global search is a helpful tool that will quickly and efficiently find what you are looking for within Sonar. From searching partial terms to specific entity IDs, global search will return all results relevant to what you are searching and also assist you with navigating to those results within the system.

How to Best Use Global Search (4:50)

Sonar's Rich Text Editor

An overview of Sonar's rich text editor is provided in this article, with explanations and examples of each tool available in the editor.

Filtering: Simple vs Advanced

This article provides details on how to use simple and advanced filters within Sonar.

Simple vs Advanced Filtering (6:53)

My Info: Your Personal User Settings

This article provides details on the My Info page within Sonar, where an individual user can access and modify their user-specific settings and information.

My Info: Your Personal User Settings (4:19)

Notification Preferences

This article provides details on notifications in Sonar, including the different types of notifications available and how you can start using them.

Best Practices for Fast Tracking a Support Request

This article provides instructions for contacting support.

Feedback Portal / Suggest a Feature

This article provides an overview of the Feedback Portal and how you can utilize it to submit and upvote feature requests.

Feedback Portal & Suggest a Feature (6:10)

Sonar's Business Intelligence: Overview

This article provides a brief overview of Sonar's Business Intelligence tool, including how to access reports and the related learning resources available.

Navigating the Reports Dashboard (7:25)

Communication Tools: Overview

This article provides an overview of the Communication Tools feature in Sonar, including an in-depth look at the individual functions —along with how to use them— and what permissions are required.

SMS Notifications

This article provides an overview of the SMS notification feature, including the initial setup and permissions needed.

Controlling Your Landing Page: Personal Preferences

This article provides information for the "Default page on login" feature, contained in your Sonar Instance's User Profile.

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