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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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
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Ultimately, once all the new card details are filled and the user clicks on the
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