In this page will be explained the below topics:
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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.
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Where is the Upsell Sale section located?
The Upsell Sale is one of the topics under the Customer Service section:
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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
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Once the user is looking for a customer, the result will be available listed on the below area of the page (see below example):
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