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tips:newcard
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| - | ====== Customer has accepted offer but needs to run the charge on a different card ====== | ||
| - | Sometimes a customer will accept an offer but the charge will not go through, or they will request to use a different card. In this case, you can create a " | ||
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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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| - | * //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 | ||
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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. | ||
tips/newcard.1726232794.txt.gz · Last modified: 2024/09/13 13:06 by 47.128.37.21
