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Enviar un enlace de compra de un registro de oportunidad

Introducción

Cuando un representante de ventas rastrea el interés del programa de suscripción / producto en un registro de oportunidad, puede generar un correo electrónico con un vínculo de compra ahora cuando alguien esté listo para comprar. El enlace Comprar ahora lleva al cliente directamente al carrito de compras de Infusionsoft con los detalles del pedido ya introducidos (incluidos los productos, las condiciones de pago y los descuentos) y la información de contacto del cliente ya rellenada en los campos de facturación y envío. El cliente simplemente ingresa su número de tarjeta de crédito para completar la compra y crear un registro de pedido en Infusionsoft.

Instrucciones paso a paso

El representante de ventas adjunta productos, suscripciones y / o paquetes de interés de productos a una oportunidad junto con descuentos, planes de pago y plazos.

2 - El Representante de ventas genera un correo electrónico con un vínculo Comprar ahora a través de las acciones de oportunidad.

3 - El representante de ventas personaliza el mensaje de correo electrónico de compra ahora y lo envía a la perspectiva.

4 - El cliente potencial recibe el correo electrónico y hace clic en el enlace Comprar ahora en él.

5 - Esto los lleva al carrito de la compra de Infusionsoft para comprobar hacia fuera. Los productos y descuentos están pre-poblados.
La perspectiva no puede cambiar nada aquí.El cliente ingresa su información de pago para completar la compra.

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