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howto:new_order
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| ====== How to create a new order ====== | ====== How to create a new order ====== | ||
| - | Sometimes an existing customer may want to receive a new order of one or more of our products. | ||
| - | 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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| - | * //Keto Pure Select O/B-PHONE// — Use for Keto order | ||
| - | * //Simply Restore SS - O/B// — Use for Simply Restore straight sale (no subscription) | ||
| - | * //Skin Trial - O/B Sales// — Use for Simple Restore trial subscription | ||
| - | * //Vialift Male Enhancement SS - O/B Sales// — Use for Vialift straight sale (no subscription) | ||
| - | * //ViaLift XL Male Enhancement Trial - O/B// — Use for Vialift trial subscription | ||
| - | * //Vialift XL Testo Trial O/B// - Use for Vialift Testosterone Booster trial subscription | ||
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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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| - | __Note:__ You can set **External Payment** under **Payment Information** to send the order for free. | ||
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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.1762319221.txt.gz · Last modified: 2025/11/05 05:07 by 216.73.216.151
