For detailed info on telesales, feel free to check out this article. It provides you with a comprehensive overview of the benefits of telesales, details how it works, explains possible limitations and gives an overview of the vendor view. In addition, the article directly answers other frequently asked questions about telesales. Just click on the link to go to the article and learn more about this topic.
Create a link for a phone call
From now on, it will be possible for customers to choose their preferred payment method themselves when making a telephone sale and to enter the account details independently.
The advantage of this procedure is that it offers customers secure payment processing. By entering their data themselves, customers can be sure that it has been transmitted correctly and that their payment information remains protected.
Important: Before the customer enters their payment information independently, it is important that you as the vendor clarify the following points:
Always record your sales conversation, the recording serves as the basis of the contract. If, when asked by CopeCart, there is no record of the sales conversation, the order will be cancelled.
Always inform the Buyer that his contractual partner is CopeCart Americas.
Be clear that only the Terms and Conditions of CopeCart Americas apply to the Buyer.
Good to know
When you as a vendor select and enter the payment method for the customer, only Invoice (bank transfer) is available as an option. However, if the customer decides to enter their payment details themselves, they can choose from all available payment methods. The same applies to companies, which can also choose from all available payment methods.
If your customer chooses to enter their payment details themselves, simply select the "Send form for payments" option in your phone quote. This will allow her or him to have autonomy in entering payment information.
Select “Send form for payments”
In telesales, you have the option to specify an optional due date for invoice payments. If you do not specify this date, the default due date is three days after the purchase date.
Click on the “Send to buyer” button.
For further questions, please contact our support team at support-us@copecart.com
Best regards
Your CopeCart US Team