[TRAINING FOR A ROLE]

Salesperson and customer service

Reply, sell and take payment from the conversation.

6 lessons in 3 modules≈ 38 min
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The steps

  1. 1
    Reply to a conversation, leave an internal note, assignInbox and WhatsApp7 minReply to customers on behalf of the business.Open the lesson
  2. 2
    Send a product in a conversationInbox and WhatsApp4 minShow a product without leaving the conversation.
  3. 3
    Create an order (with or without a customer, with an earlier date)Sales and invoicing8 minTurn the conversation into an order.
  4. 4
    Create a quote (proforma) and convert it into an orderSales and invoicing5 minOffer a price before selling.
  5. 5
    Record a payment, a deposit or a partial payment on an orderSales and invoicing8 minRecord what has been paid.
  6. 6
    The customer profile — purchase history, balance, notesCustomers6 minKnow the customer before replying.