Transfer Documents

CourseSales.com version: 4.61
Transfer Documents
Version 4.61
Released 11 May 2009
Title
Audience
Description
Benefits
Transfer an enquiry or registration from one course to another
Sales Agent Course Administrator

This feature lets you transfer a customer between courses - for example when they choose to purchase a different course, or when they are unable to attend a particular date This release includes:

New link on document page to transfer page New transfer page that lets you search for the course they will transfer to and then complete the transfer

Easily facilitate a common customer interaction