For upfront payment

1. Integrate your CRM - In order to automatically share payment data with Odyssey for milestone disbursements, you will integrate your CRM with the Odyssey platform. The Odyssey Support team will support you through this process, but basic instructions are linked below:
   
1. Google Sheet Integrations
   
2. Angaza Integrations
   
2. A “Pre-Claim” will be created in your account, called “Company Name_Pre-Claim” and will be found in the Claims section of the Gender RBF Pilot Program on Odyssey. The purpose of this Claim is to track your upfront payment.
   
   No connections will be uploaded / submitted for this claim.
   
3. Upfront payment will be disbursed within 30 days of contract execution
   
   

For new product sales and Milestone 1 disbursement:

1. Create a claim
   
   You may submit up to one claim for sales per month July 2024 to January 2025. At a minimum, each claim should have 50 sales.
   
   
1. Click on Finance > Programs
   
2. Select the Gender RBF Pilot Program from your Programs list
   
3. Click on Claims from the top navigation bar and create a Productive Use claim
   
4. Each claim must be labeled with the format Claim #_Month (i.e. Claim 1_July)
   
5. Complete claim information
   
6. Click each field to fill out the required information
   
1. Asset Name: Enter the month that your claim will be submitted using the “Claim #_Month” format
   
2. Notes: Not required, but you may enter claim information here
   
3. Country: Select Country from the dropdown menu
   
4. State: Select the city of your headquarters or distribution center (this field is not essential but must be filled out to proceed)
   
5. Program: you must select the Gender RBF Pilot Program from the dropdown list to attach the claim to the program
   
   

2. Complete the Connections Template

a. Download template

1. Navigate to Connections section of the claim
2. Select the Download Template button to download an excel template where you can import your proof of customer deployments. A description of the data you should include in each column is outlined below
3. Fill out all required fields. Some fields include dropdown options and data

A PDF version of the questions included on the claims template is available for download in the Resources section of the program, should you need a physical copy to gather data from end users.

1. If the column says "Yes", you have provided the required information and
   can submit your connections.
2.  If the Submittable column is red and contains "No", you are either missing
   data that needs to be provided or your connection has already been
   submitted. Filter by "No" to see which connections need additional
   information. Missing rows/cells are highlighted it pink.

1. If the column says "Yes", you have provided the required information and can submit your connections.
2. If the Submittable column is red and contains "No", you are either missing data that needs to be provided or your connection has already been submitted. Filter by "No" to see which connections need additional information. Missing rows/cells are highlighted in pink.