WE CAN PROCESS OPTION 1 RENEWALS IMMEDIATELY BY PHONE!
No need for a form
Verbally confirm address/phone/email
Add Memo and pay off in Archtics
Top left: Write LAST NAME, FIRST NAME
Top right: Write the number 1 (for renewal type) and circle it; Write the DATE
Account Info: Verify/Update account info as needed
Verify Seats: Make sure the seats on the form match the seats in the account
Highlight: Any unique instructions or requests on the form.
Add Memo: Navigation Bar > Contact Management > Memos Tab
Click Add Memo button (lower right corner of page)
Quick Fill: Select renewal option that includes how the renewal was received.
Add notes in the Comments area if needed.
Click Apply to save or OK to save and close out of the Memo window.
Navigation Bar > Seats > Reserved Seats Tab
Click Select All button to select seats
Checkout
Pay off the order