New Customer Lead

New Customer Leads are shown in the Owner, Admin, and Sales Manager view of Jellyfish - Supplier Accounts. If you do not see "New Customer Leads" in your Jellyfish Dist Account, you are a Supplier Rep. 

When a retail site searches for an item but their Suppliers do not have the product, Jellyfish redirects their search to a Regional or Global Search.

When a Supplier populates in the Regional search, the option to place the order with the "new" Supplier is provided; whether they currently order from the Supplier or not.

At this time, Jellyfish will ask if they have an account with the Supplier. If so, the customer can simply enter in their Account ID and place the order.

If the customer does not have an account ID, a request is sent to you, the Distributor or Supplier, in the form of a "New Customer Lead". Jellyfish will then give you the option to convert the retail site to a customer. 

After you click "New Customer Leads" Jellyfish will show you all customer leads waiting for your review. 

Click on the "Convert to customer" button to enter the details of this retail account.

The customer account number shown above is a requirement when adding a new customer. This account ID comes from your company internally.  

Jellyfish also lets you select which Item Catalog this customer will order from. Once an Item Catalog is selected, Jellyfish will prompt you to select a Sales Representative that is assigned to the Item Catalog(s) selected. To see more about this process, see this link.

Once an Item Catalog and Rep are assigned, you can either select "Add Items" which creates an Order Guide for the retail site or you can just click "Submit". After you click submit, all items within the Item Catalog selected will be available to the retail account.