This article describes an update which is coming soon for agents working with the Outbound interface to sell products.
If you are using LeadDesk to sell products or services, while on a call, you can record the products the customer wants, add them to an order and update the order status.
How that order then gets fulfilled will depend on your local set up and what integrations have been created for LeadDesk. Follow local policies.
Selecting a product or service
While on a call:
- Click the Products & Orders tab in the bottom half of the call dialog.
The products associated with this project are listed on the left. If the list contains more than sixteen items, you will see a search option to help find the product.
- Click to select the product.
Depending on the product, there may be additional details to record.
Product details
The product details might include multiple fields, each capturing important information about the product being ordered. This example uses a product with one of each of the main field types.
These can include:
- Sales price. In some cases, Admins might have given you the ability to set the sales price for the product or service being sold. Update this as appropriate, following local guidance.
- Text fields. These may be used to capture text. There are two variations on this, short text (like the "Location" field in the screenshot) or long text (as with the "Demo case" in the above example).
- Date fields. Click in these to get a pop-up calendar to select a date from.
- Single select fields. Click to select any one of the options, as in the "Colour" field in the screenshot.
- Multi-select fields. Click to tick all appropriate options, as in the "Features" field in the screenshot.
- Information fields. The "Information" field is an example of this, the text here is not editable, and will always show for the selected product.
- Complete the product details as required. If you need to reset the options, you can click the Clear options link before creating the order.
- Click the Create order button.
Managing the order
The Order will be listed underneath the product selection, and shows each product in the order along with the values selected for the product details.
- If you need to change the product details, click the Edit link.
- If you need to remove a product from the order, click the Remove link.
- You can change the quantity of the product included in the order by clicking the + and - buttons.
- You can add further products to the order, either different products, or the same product with different details. Click to select the product and complete its details as above, then click the Add button to add it to the order.
Order status
The order status is not used by all clients, so may not appear on your orders page. If it does, to update the order status:
- Click the Order state drop-down list and select the appropriate option.
Your admin will define the order states that your environment uses. Follow local policy for choosing the correct order state.
Delivery address
By default, the delivery address for the product is assumed to be the same as is recorded for the contact in the contact card. Alternatively, if the contact wants the product delivered to a different address:
- Click the toggle switch for Delivery Address.
- Complete the details as required.
Placing the order
Once the order details are complete:
- Click the Place order button.
The order will be placed. If you need to cancel the order, you can click the Cancel order link.
Adding further orders
You can add further orders to the same contact. After placing the first order, select new products to start again.
If you would prefer this information in video form: