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Slide notes: When we place a Customer Order during a Contact Call, the Customer has a Standing Portfolio of Items from which we can order very easily.

Slide 2

Slide notes: The Standing Portfolio for each Customer consists of Items recently ordered by this Customer, plus the standard Telemarketing portfolio, plus Special Items currently on promotion.

Slide 3

Slide notes: Any of these Items can be included on the Order by a dbl-click.

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Slide 6

Slide notes: And the quantity to order defaults from the standing portfolio, but can easily be changed if the Customer wants a different quantity.

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Slide 10

Slide notes: So this is an effortless and productive way to compile the Customer Order.