Creating An Account In Gaiia
Utopia Fiber & Bountiful Fiber Tango Step by Step Guide Below:
Gaiia-Utopia: Creating an Account
Gaiia-Utopia: Sending Out a Service Agreement
Lehi Fiber Tango Step by Step Guide Below:
ALWAYS MAKE SURE THEY DO NOT HAVE AN EXISITING ACCOUNT FIRST
In Gaiia, create a new lead and make sure you have their name, address, phone number, e-mail address, and if applicable, the name of the customer who referred them. Take extra care to verify the correct email address, as this is where statements and fiber contracts will be sent.
Click “Accounts” shown below to start the process.
Click “Create Account”
Start typing the customers address in the “Find Address” box. Select the customers address from the list that pops up
Make sure it's the correct address. If the address does not pop up, manually enter the address in the boxes below.
Select the plan the customer wants to sign up for from the drop down list and click next
Fill out the customers information. All red boxes need to be filled out below. You can use the Utopia Coverage Map to get the Utoipa footprint.
Verify the customer's information and click “Confirm”
Open the customers account and click on “Workflows.”
Click “+ New Workflow” Click Activation
Click Open access network activation
Click “Submit” This will automatically send the Utopia agreement to the customer. No need to send it out manually anymore
Make sure you open a ticket for every call you take. Tango Step by Step Guide: How to open a ticket
Click here to go back to the Sales page.