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The purpose of this walkthrough is to show you how to create an order inside the Webforce Thiio CRM
Pre Requisites:
WF Thiio account
If the customer is not in the system
you will need the following:
Offer
Email
Phone
Shipping Address
Payment info
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First you will navigate down to contacts and then to customers.
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Click on the green plus sign to add your various products or offers into the cart.
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This screen will appear and then you will click add to order
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If everything is in your cart, click continue. You will see this screen next
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Here you can review your order and make sure all information is correct. You also have the option to apply for a coupon if applicable.
Once you are satisfied with your order, click “Process Order”
Once complete, this will take you back to the order screen and you will be able to see your new order at the top of the list.
And here you can view your full order scree. If you ever want to visit this screen again, click orders in the left side menu.
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Check List:
Log in to WebforceThiio
Offer
Email
Phone
Shipping Address
Payment info