Once an Interested Service is added to a contact's profile, it can be edited or deleted as needed. This allows you to keep the information accurate and up to date based on client preferences, new intakes, or changing service details.
If you're new to adding Interested Services, refer to this guide first:
How to Add an Interested Service
Editing an Interested Service
Follow these steps to edit the details of an Interested Service:
Step 1: Open the Interested Service
Go to the contact's profile and select Interested Service widget.
Step 2: Click on View to open the Interested Service from the right.
What Can Be Edited?
From this panel, you can edit the following sections:
Service Details
Product Fees & Discounts
Sales Forecast (if you have access)
Add Comments
View Activity Logs
Service Details
a. Click the edit icon next to Service Details
b. Modify the workflow, partner, product, or branch as needed
Note: Editing Service Details will reset any previously added Product Fees and Discounts
2. Edit Product Fees
Click the edit icon next to Product Fees
Update fields such as:
Fee Option Name
Country of Residency
Installment Type
Fee Type
Per Term Amount
Number of Terms
Tip: The commission set on the product fee determines the sales forecast for the Interested Service.
3. Edit Sales Forecast
Click the edit icon next to Sales Forecast
Update the following as required:
Client Revenue
Partner Revenue
Discounts
4. Add Comments
Scroll to the Comment section and simply type your comment.
This is helpful for tracking important updates or client communications related to the Interested Service.
Step 3: Save Your Changes
Click on the Save button to apply the updates.
Deleting an Interested Service
If you no longer need an Interested Service on the contact’s profile, follow these steps to delete it:
Step 4: Open Options Menu
Click on the three-dot menu on the top-right of the Interested Service panel.
Step 5: Select "Delete"
Click on Delete to remove the Interested Service permanently.
Caution: This action cannot be undone.
Keeping your Interested Services up to date ensures better tracking of client interest, improved forecasting, and streamlined workflows.