Differences

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

--- general:making_offers [2026/05/06 14:17]
216.73.217.110 old revision restored (2026/02/04 04:37)
+++ — (current)
@@ 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.
-First offer = **$49.95**
-Second offer = **$19.95**
-===== Talk Tracks: =====
-//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.//
----
-//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.

Dial Customer Solutions Internal CS Wiki

User Tools

Site Tools

Differences

Page Tools