| How do I use the CRM shopping cart?|
Feb 02, 2006
1. Login to the CRM.
2. Find or create the contact.
3. Click create order.
4. Select the relationship - click submit.
5. Using the list of products put the quantity of the product(s) alter the duration(s) and price(s) if applicable - click submit.
6. Select if this is new or repeat business, select payment method, alter the order date if applicable - click continue.
7. Complete the transaction based on method of payment.
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