Seguir el interés del producto en un récord de oportunidad


Como usted está trabajando con una perspectiva, usted aprenderá más acerca de sus necesidades específicas y los productos que vende. Si su empresa utiliza el módulo de comercio electrónico de Infusionsoft, podrá seguir los intereses del cliente potencial en la pestaña Programas de producto / suscripción de un registro de oportunidades. Esta información se utiliza para pronosticar ingresos, crear un enlace Comprar ahora o Crear una orden.

Instrucciones paso a paso

1 - Mientras visualiza un registro de oportunidad, haga clic en la pestaña Productos / Planes de suscripción.

2 - Agregue los intereses uno a la vez o seleccione un Paquete de interés del producto en el menú desplegable.

3 - Después de seleccionar el producto o el programa de suscripción, haga clic en el botón Agregar.

4 - (Opcional) Repita este proceso para agregar más productos.

5 - (Opcional) Haga clic en Editar para cambiar la cantidad de uno de los productos o para introducir un descuento porcentual (por ejemplo, un descuento del 30%) y, a continuación, haga clic en Guardar.

6 - (Opcional) Seleccione un plan de pago en el menú desplegable.

Esto dividirá la compra del cliente en múltiples cuotas y puede implicar cargos por intereses. Asegúrese de estar familiarizado con los detalles de los planes de pago que ofrece su empresa.

7 - (Opcional) Si el cliente potencial está interesada en un programa de suscripción, puede darles un período de prueba gratuita.
A la persona no se le cobrará la primera cuota hasta que termine la prueba gratuita.

8 - (Opcional) Establezca una fecha de caducidad para la oferta.
Si envía un enlace de compra ahora, el cliente potencial no podrá comprar después de la fecha ingresada aquí. Por defecto, los vínculos de compra ahora caducan después de 30 días.

9 - Haga clic en el botón Guardar para aplicar la actualización.



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