Settings

Advanced selling configurations including upsell funnels, dunning strategies, shipping logic, returns, customer communication, and promotional settings.

Consider enhancing your selling approach by incorporating specific details to tailor the customer experience.

These settings are created as Profiles, which can be seamlessly applied throughout your organization and sales processes.


Here are additional options to optimize how you are selling to your customers:

  1. Dunning, or Decline Salvage strategies
  2. Shipping Cost & Logic
  3. Returns Logic
  4. Customer Communication, or Responders
  5. Payment Restriction Rules
  6. Promotions & Discounts