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general:making_offers
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general:making_offers [2025/06/16 09:46] 20.171.207.218 old revision restored (2020/01/03 23:20) |
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| 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 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. | 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. |
| - | --- | ||
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| - | //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?// | ||
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| - | ====== When an offer is accepted ====== | ||
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| - | Look at the **Transactions** tab in the CRM to see if the customer has been successfully billed for the item. | ||
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| - | ===== The customer has already paid ===== | ||
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| - | You can refund the remainder. | ||
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| - | 1. From the **Transactions** tab, click **Actions > Refund**. | ||
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| - | {{: | ||
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| - | 2. Enter the refund amount and click **Refund**. | ||
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| - | {{: | ||
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| - | __IMPORTANT__: | ||
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| - | ===== The customer is in trial and not yet paid ===== | ||
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| - | 1. From the **Continuity** tab, click on the **Purchase** name. | ||
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| - | 2. Set the **Price** to the offer you agreed on. Click **Update Purchase**. | ||
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| - | 3. Click **Force Bill NOW**. When prompted, click **Yes, I'm sure**. | ||
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| - | 4. [[howto: | ||
general/making_offers.1750067181.txt.gz ยท Last modified: 2025/06/16 09:46 by 20.171.207.218
