Dial Customer Solutions Internal CS Wiki

User Tools

Site Tools

Trace: • mid_shutdown • pdnr • payment • change_address • accept_offer • crmdown • hard_decline • mids • product_overview • chargebacks
general:making_offers

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
general:making_offers [2025/09/16 16:49]
216.73.216.115 old revision restored (2025/07/04 16:38) 		general:making_offers [2025/09/16 16:58] (current)
216.73.216.115 old revision restored (2025/07/04 17:01)
Line 1: Line 1:
 ====== 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**
Line 17: Line 17:
  
 //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 ====== ====== When an offer is accepted ======
Line 22: Line 23:
 Look at the **Transactions** tab in the CRM to see if the customer has been successfully billed for the item.  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 ======+===== The customer has already paid =====
  
 You can refund the remainder.  You can refund the remainder. 
  
-1.  From the Transcations tab, click Actions > Refund.+1.  From the **Transactions** tab, click **Actions > Refund**.
  
 {{:general:refund1.png|}} {{:general:refund1.png|}}
  
-2.  Enter the refund amount and click Refund.+2.  Enter the refund amount and click **Refund**.
  
 {{:general:refund2.png|}} {{:general:refund2.png|}}
Line 36: Line 37:
 __IMPORTANT__: If dealing with multiple refunds, avoid refunding partial transactions. Always max out a transaction before moving on to the next one. __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 ======+===== 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:cancel|Cancel the subscription]] to prevent further shipments.
  
  
  
  
general/making_offers.1758041397.txt.gz · Last modified: 2025/09/16 16:49 by 216.73.216.115

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki