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