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  1. Select a customer to call - review their information before calling.
    1. Wiki Markup
      {note that Correspondence history only shows emails in the last 180 days}
  2. Call the customer
    1. if no answer
      1. Update the call outcome to "Call Back" to defer the call to later in the day or another day if required
    2. if the customer answers
      1. Take payments
      2. Enter a new orderĀ 
        1. Select the Place an order button

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