Madsen, Amanda

Important!You cannot connect a goal directly to another goal! When the Product purchased goal is achieved, the previous sequence would stop and the following sequence would start. Goals are simply ...

Global OverrideGlobal Override is a manually set option that grants commission for a specific partner for all sales made, regardless if the referral partner is associated with the contact or not.If...

To copy and paste elements from within a campaign...To copy an element from a separate campaign... To copy and paste elements from within a campaign...Hold on the Shift key and click and drag your ...

The Credit Card Settings allow you to customize the style on the Max Classic credit card update portal, create credit card update related actions, and more.Go to E-Commerce > Settings Search for Or...

While viewing a contact record, click on the Order tab. Click on the credit card link. Note: This opens a pop-up window. Make sure your pop-ups aren't disabled.  Scroll down to click "Make Inactive...

When a customer responds to a billing issue related to a failed autocharge for a payment plan or an expired credit card, you will need to:Add a new credit cardUpdate the order or subscription to tr...

When a customer responds to a billing issue related to a failed auto-charge for a payment plan or an expired credit card, you will need to:Add a new credit cardUpdate the order or subscription to t...

Go to E-Commerce > Reports Search for Quote Status Search Enter your search criteria and click Search Click the Actions button and search for Delete Quotes from the drop-down.  Note: Make sure you ...

You can delete a quote that is in any status on a contact record using the following steps:Go to the "Orders" tab of an existing contact record  Click the quote to open it Click the Delete buttonQu...

After an order is created a payment plan can be added or altered. The payment plan allows a customer to pay for a purchase in one or several installments. Max Classic will automatically charge the ...