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1. The CRM section where the user can place the Upsell order
The Outbound Calling feature is available within the CRM Customer Service section, specifically on the Upsell Sale page:
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2. Searching the order
On the Upsell Sale page, there is a search filters area at the top and below a table where all existing orders are listed.
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Please note that the query/search only returns orders that are in one of the following statuses:
Paid
Shipping
Shipped
Delivered
3. The Purchase Upsell Page:
On this page, the user is able to proceed and process the upsell. Three fields with a drop-down menu are provided for users to choose from:
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Selecting Upsell
The first field, called Upsells, provides the list of Upsells available for the specific offer/product that the customer has already purchased (see example below):
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Selecting Product Name
Once the customer has chosen which Upsell and the user has selected the customer’s choice in the first field, then in the second field, called Products, the user needs to select the number of units, of the product (Upsell), that the customer wishes to buy (see below example):
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Selecting Shipping Method
On this last field, the user should pick the Shipping Method (see below example):
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4. The Checkout
Once the user marked the option mentioned above, then he/she needs to click on the
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