Sample Requests
Creating a Sample Request In SF, go to the lead or contact you want to ship to. Click New under internal requests Select Sample Requests from the pop-up and click Next Select Fedex ground as the shipping method, select optional marketing materials if needed, and leave any notes including address changes to the section Other Notes and Comments Click Save. Adding Fragrances to a Sample Request Click the Fragrance Selection tab on a sample request, then click New Use the search bar to look up fragrance by name or sales number. Click Save and New to add multiple fragrances at once To complete request, click save. Next, click Submit for approval. You will receive email confirmation when your request is approved and completed by the BDR team.
Watch a Video
Powered by FlippingBook