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general:making_offers
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general:making_offers [2025/06/16 09:45] 20.171.207.218 old revision restored (2020/01/10 00:26) |
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| ====== Making Offers ====== | ====== Making Offers ====== | ||
| - | < | + | If a customer wants to return a product, you can make them an offer to keep it. This can save them the hassle and expense of shipping. |
| - | If a customer wants to return a product, you should make them an offer to keep it. This can save them the hassle and expense of shipping. | + | First offer = $49.95 |
| - | First offer = **$49.95** | + | Second |
| - | Second offer = **$19.95** | + | Talk Tracks: |
| - | ===== Talk Tracks: ===== | + | Let me check with my team to see what I can do for you. |
| - | + | ||
| - | //Let me check with my team to see what I can do for you.// | + | |
| Followed by brief hold. | Followed by brief hold. | ||
| - | //As part of a special promotion, I can offer you 50% off to keep the existing product. That is only $49.95 and you will not receive any further orders.// | + | As part of a special promotion, I can offer you 50% off to keep the existing product. That is only $49.95 and you will not receive any further orders. |
| - | + | ||
| - | --- | + | |
| - | + | ||
| - | //I spoke with my supervisor and am authorized to give you an 80% off discount. This is below our cost and is a one time only offer. Would you like to keep the product for only $19.95?// | + | |
| - | + | ||
| - | + | ||
| - | ====== When an offer is accepted ====== | + | |
| - | + | ||
| - | Look at the **Transactions** tab in the CRM to see if the customer has been successfully billed for the item. | + | |
| - | + | ||
| - | ===== The customer has already paid ===== | + | |
| - | + | ||
| - | You can refund the remainder. | + | |
| - | + | ||
| - | 1. From the **Transactions** tab, click **Actions > Refund**. | + | |
| - | + | ||
| - | {{: | + | |
| - | + | ||
| - | 2. Enter the refund amount and click **Refund**. | + | |
| - | + | ||
| - | {{: | + | |
| - | + | ||
| - | __IMPORTANT__: | + | |
| - | + | ||
| - | ===== The customer is in trial and not yet paid ===== | + | |
| - | + | ||
| - | 1. From the **Continuity** tab, click on the **Purchase** name. | + | |
| - | + | ||
| - | 2. Set the **Price** to the offer you agreed on. Click **Update Purchase**. | + | |
| - | + | ||
| - | 3. Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**. | + | |
| - | + | ||
| - | 4. [[howto: | + | |
| - | <Add screenshots above> | ||
general/making_offers.1750067130.txt.gz · Last modified: 2025/06/16 09:45 by 20.171.207.218
