Add a New Product for a Customer

Estimated Time of Completion: 0.5 hour (also depends on how many new product will be added to the CRM)

Your Doer has been trained in best practice for adding a product to a customer in your CRM and applying a payment to the customer’s most recent credit card on file.

 You just need to tell your Doer the product name and amount, and your customer will have an invoice created to be sent to the client or charged to the credit card on file.  

Disclaimer: This will depend on how many hours you are asking your Doer to complete.

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  •  You'll need to describe the task. We'd recommend 'Add a New Product for a Customer: OTT0016'
  • Assign the To-Do to your Doer
  • Set Due Date
  • Add notes:
    • You can provide your Doer with this URL in order to provide them with context on the task. 
    • Ensure your Doer has access/logins to your CRM.
    • Let your Doer know the name of the customer, the product you would like added and whether you would like it added immediately or on a specific date, 
    • Add in any other notes or requirements that might be relevant to the task
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.