This document offers an overview of the Outbound Calling feature, thus the following topics will be explained throughout this page:
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What is the Outbound Calling feature?
The Outbound Calling feature allows the DFO re-marketing customer service team to easily place new Upsell order(s) for customers, who have been contacted with the purpose of offering any additional product(s) aside from the ones already purchased.
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Additionally, it is important to highlight that users need to clear their cached history before starting using Outbound Calling |
The CRM section where the user can place the Upsell order
Log in to the CRM instance and go to the left-side menu
Scroll down and click Customer Service>Upsell Sale
The Outbound Calling feature is available
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on the Upsell Sale page
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Search for 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.
Moreover, users can click on any of the order numbers, displayed on the left side of the table (see the below example):
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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
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 the 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 the Product Quantity
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 the Shipping Method
On this last field, the user should pick the Shipping Method (see below example):
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Please note that that if the customer wants a new upsell option, the filter will be cleared up |
Viewing the Upsell Price Before Checkout
When upselling, product, and shipping method is selected, the System will inform the Order Price
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The Order Price will be always calculated based on the Customer Main Order Prior Currency
The Checkout
Once the user marked the option mentioned above, then he/she needs to click on the
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Ultimately, once all the new card details are filled and the user clicks on the
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