Post-Sale Order Workflow: Part 1

Alissa takes over Level Up! In this webinar Alissa dives in to everything that happens after the client’s sales session. In part one of this topic, she goes over payment processing, invoicing & receipts, setting up the gallery and using Asana to manage the product ordering process.
  • Overview of the post-sale ordering workflow
  • How Alissa processes payments and sends clients their receipts
  • Setting up online galleries and allowing clients to order from them after their session
  • Using Asana to track the status of individual products
  • Adding as much information as possible to Asana to keep all order information in one place.

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