Send and track samples
Send a customer a sample and follow it from the request all the way to the test result.
What you will learn
- Create a sample
- Under More, in Revenue, open Samples and click New sample. Pick the account, the contact, the product with its quantity and unit, and the shipping address.
- Ship it
- Link the deal it's for. When it ships, set the status to Sent, add the tracking number and pick the send date, which doesn't fill in by itself.
- Follow it through
- Move the status to In transit, Delivered and Under evaluation, then write the test notes and set the result. The list shows every sample's status.
Catalog to order
5 lessonsApprox. 10 min
Your progress0%
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