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general:making_offers
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general:making_offers [2025/07/04 16:59] 216.73.217.3 old revision restored (2025/06/16 09:47) |
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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?// | //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 ====== | ||
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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. | ||
| - | 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: | ||
general/making_offers.1751648346.txt.gz · Last modified: 2025/07/04 16:59 by 216.73.217.3
