Introduction
This article explains how to send an upsell to a customer while you’re on a visit in the Field Force app. It’s designed for field reps who want to quickly offer additional products or services directly from a visit.
Before You Begin: Create an Upsell in Copilot CRM
Before you can send an upsell in Field Force, you must first create the upsell in Copilot CRM.
To learn how to create an upsell, see Setup Guide: Upsells
Important: Only upsells that already exist in your Copilot CRM account can be sent from the Field Force app.
Step 1: Open a Visit in the Field Force App
Open the Field Force mobile app.
Navigate to the Visit you want to send an upsell from.
Open the visit details screen.
Step 2: Open the Send Upsell Action
In the top-left corner of the visit screen, tap the three dots (⋮) button.
A drawer will slide up from the bottom of the screen.
Tap Send an Upsell.
Step 3: Select an Upsell
Choose one of the existing upsells from your account.
Review your selection.
Tap Next.
Step 4: Confirm and Send the Upsell
A confirmation drawer will appear showing:
The customer’s name
The upsell you selected
If Manager Review Is Required
The action button will say Send for Review.
Tapping this sends the upsell to a manager for approval before it’s sent to the customer.
If Manager Review Is Not Required
The action button will say Send an Upsell.
Tapping this sends the upsell directly to the customer.
Step 5: Confirm Success
After sending:
A success drawer will appear.
Tap the button to exit the drawer.
Your upsell has now been successfully sent to the customer.