From the UpBoard select Open Opportunity then Sold

Select Return on the previous sale that will be credited.

Enter the Return Amount, and when everyone enters a return reason you will also learn what sales associates are possibly doing things that cause more refunds than necessary.  Are they over-promising on occasion? 

Please click the cat to go back to the TRAX Training Page

 Training Page Page 3 Back to Online Users Guide Page 3

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