Maintaining Orders
The order transaction can be used to satisfy many diverse requirements. For example, you can use an order to:
- Enroll new customers using a single transaction.
- Sell new products to existing customers.
- Update existing person and account information using a single transaction.
- Market your services to prospects uploaded from a marketing list (and measure the success of your efforts). If the customer responds to your sales efforts, the system will automatically setup the customer related contract.
- Setup marketing surveys and record your customers' responses.
- Quickly create one-time charges.
- Set up proposals for prospective services (and then send a quotation to the customer for these services).
- And more...
The topics in this section describe the order transaction. Refer to The Big Picture of Campaigns, Packages and Orders for general information about orders.
Related Topics:
Parent Topic: Sales & Marketing