In this page will be explained the below topics:
| Table of Contentstoc | ||||
|---|---|---|---|---|
|
...
What is the Upsell Sale section about?
On the Upsell Sale or Customer Sales page are available all main orders for which the Customer Service team can offer to the customer an additional upsell product.
...
| Info |
|---|
For more information on how to place an upsell order using the feature on this section, please refer to the helpdesk article: The Purchase Upsell page & the Outbound Calling feature |
Where is the Upsell Sale section located?
Log in to the CRM instance and go to the left-side menu
Scroll down and click Customer Service>Upsell Sale.
The search fields
In this section, the user has a multitude of search fields that can be used to look for a specific order
...
Once the user is looking for a customer, the result will be available listed on the below area of the page (see below example):
...