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.

2. You will be prompted to select a Campaign.

• Simply Restore
• etc

3. Click Start Call.

4. Confirm the Billing and Shipping information. If the Payment Information is blank, you must enter the card details.

5. Under Select Products, adjust the Quantity, Price, and Shipping values as necessary. Confirm the Grand Total.

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.