In this video, we explain how intake scripts work for quotes. Enabling this feature prompts an intake script during quote conversion, aiding in addressing customer purchase details. To set up an intake script, navigate to Point of Sale Settings and access the Intake Script tab. Follow our guide to effortlessly create and utilize intake scripts for a seamless customer interaction.
Creating an Intake Script for Converting Quotes to Orders
Key Steps:
Access Point of Sale Settings.
Navigate to the Intake Script tab.
Click on the Quote tab.
Add questions or statements to the intake script.
Save the intake script.
Cautionary Notes:
Ensure that the intake script is clear and concise to avoid confusion during the conversion process.
Double-check the intake script for any spelling or grammatical errors before saving.
Tips for Efficiency:
Keep the intake script relevant to the customer's purchase to streamline the conversion process.
Regularly review and update the intake script to reflect any changes in products or services offered.