SoldEazy Help and Support

CRM - Management Control

CRM - Management Control
  1. Centralized Refund Management
  2. Paypal Invoice Management
  3. Staff Workload and Performance reporting
1. Centralized Refund Management

Go to CRM > Refund Management

You can view refund requests raised by CRM staff and approve/reject requests.

2. Paypal Invoice Management

 Go to CRM > PayPal Invoice Management

You can view all PayPal invoices sent via SoldEazy

You can use action buttons on each invoice

  1. Refresh Status: Click to get most recent status on this transaction
  2. View Details: Click to view details of this invoice

    * the QR code is for the buyer to make payment
  3. Copy Link: Click to copy the invoice link generated by PayPal, it looks like this:
    https://www.paypal.com/invoice/p/#xxxxxxxxx
  4. Go to Order: Click to open a new tab page to view relevant order

    The order will have a related "Additional Invoice" underneath
  5. Go to Message: Click to open a new tab page to view the message where you initiated this additional invoice

    On bottom right is this additional invoice.
3. Staff Workload and Performance reporting

Go to CRM > Performance Reporting

Choose a period and view staff workload and performance

***Fin***

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