Workflow – Phone call to Magento order

Hi,

I wonder what is the best workflow to create a Magento order from an incoming phone call.

If a customer calls, the our call center creates a contact with as many informations as possible. At this point, e.g. the email address is unknown.

Ich the same customer calls the next day, there should be a way to convert the contact (without mandatory fields) into a Magento customer.

What I can do, is select a contact on the “Create Entity” form of the Magento customer. But when I do this, I have to enter all the customer’s information again. Even though nearly everything exists in the contact entity.

I hope someone could help me.

Best,
Sebastian

Topic

[Artem LiubeznyiSpectator]

Hi Sebastian,

I agree that it would be a neat feature but at the moment it will only be possible if you write a custom action that will transform Contact data into Magento customer record. There’s no way to do this without development.

Thank you,
Artem

[Mike KudelyaParticipant]

Here is the example how you can create lead contact filled from lead data after clicking on Qualify button (transition)

[Author]

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