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--- general:making_offers [2025/06/16 09:45]
20.171.207.218 old revision restored (2020/01/06 18:56)
+++ general:making_offers [2025/06/16 09:50] (current)
20.171.207.218 old revision restored (2020/01/02 22:46)
@@ Line 1: / Line 1: @@
 ====== Making Offers ======
-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.
+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.
-First offer = **$49.95**
+First offer = $49.95
-Second offer = **$19.95**
+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.
-//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.
-.  From the **Transactions** tab, click **Actions > Refund**.
-{{:general:refund1.png|}}
-.  Enter the refund amount and click **Refund**.
-{{:general:refund2.png|}}
-__IMPORTANT__: If dealing with multiple refunds, avoid refunding partial transactions. Always max out a transaction before moving on to the next one.
-===== The customer is in trial and not yet paid =====
-.  From the **Continuity** tab, click on the **Purchase** name.
-.  Set the **Price** to the offer you agreed on. Click **Update Purchase**.
-.  Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**.
-.  [[howto:cancel|Cancel the subscription]] to prevent further shipments.

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