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Asignar un plan a un cliente
Puedes agregar un plan activo a un cliente existente a través de su registro de cliente; así evitas tener que introducir los datos del plan de nuevo.
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Haz clic en Clientes o busca tu cliente con la barra de búsqueda.
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Selecciona el cliente.
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Haz clic en Agregar al plan.
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Selecciona el plan.
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Haz clic en Agregar cliente al plan.
El cliente recibirá una notificación por correo electrónico con la información del plan de pago.