CFI PORTAL RESOURCE GUIDE

MEASURE/TEMPLATE

Contact your customer within 48 business hours of receiving an order. The date you make your first attempt at contact will go in this field. Save Changes. Ready to Measure/Template Date is the date that your customer will be ready to have a template completed. This could be pushed out due to completing other projects. Save Changes. Enter Template Date is the field for the scheduled template. Save Changes.

If you are not able to reach the customer, or the customer is not ready for template, please explain this in the Add Retail Order Note of the order. Best practice: click Email Note and select the sales associate’s email address to notify.

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