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Crear una orden de un registro de oportunidad

Introducción

El método create a order es esencialmente una manera simplificada de crear una orden manual en Infusionsoft. Genera un registro de pedido sin pagar basado en el interés de programa de producto / suscripción registrado en el registro de oportunidad (incluidos productos, condiciones de pago y descuentos.) Después de que se crea el pedido, el representante de ventas registra manualmente el pago de tarjeta de crédito del cliente o envía una factura Solicitando el pago. Este método es menos automatizado, pero puede ser más inmediato. Si el cliente está listo para comprar y pagar con tarjeta de crédito de inmediato, este método reduce el riesgo de perder la venta porque el cliente no completa el proceso de compra. El método de crear un pedido activará la acción de compra una vez que se haya registrado el pago del pedido, si ha configurado el sistema para hacerlo.

Instrucciones paso a paso

1 - Adjunte productos, suscripciones y / o paquetes de interés de productos a una oportunidad y añada los descuentos aplicables, los planes de pago y los plazos.

2 - Seleccione Crear un pedido de las acciones de oportunidad.

3 - Seleccione una tarjeta de crédito en el archivo y haga clic en el botón Agregar para ingresar una nueva o deje el campo de la tarjeta de crédito en blanco para crear una orden pendiente de pago. Haga clic en el botón Procesar.

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