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howto:new_order
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| - | ====== How to create a new order ====== | ||
| - | Sometimes an existing customer may want to receive a new order of one or more of our products. | ||
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| - | 1. Open the customer record in the CRM and click **Create New Order.** | ||
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| - | 2. You will be prompted to select a **Campaign**. | ||
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| - | * Simply Restore | ||
| - | * etc | ||
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| - | 3. Click **Start Call**. | ||
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| - | 4. Confirm the **Billing** and **Shipping** information. If the **Payment Information** is blank, you must enter the card details. | ||
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| - | 5. Under **Select Products**, adjust the **Quantity**, | ||
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| - | 6. Scroll to the bottom and click **Process**. You must receive a //Success// for the order to be processed. If it fails, reconfirm the payment details and try again. Or, use another card. | ||
howto/new_order.1748283688.txt.gz ยท Last modified: 2025/05/26 18:21 by 20.171.207.86
