Use these instructions when creating an Internal Customer Service Upsell effort. 

How to Create an Internal Customer Service Upsell Effort 

1. Hover over 

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    and select 

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   .

2. Complete the following fields:

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   You do not have a valid <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">MultiExcerpt</a> app license.&nbsp; Please sign up for a free trial or purchase a license through the <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">Atlassian Marketplace</a>.	SelectInternal List or Website. This will indicate that this effort will be sent to an internal list or website only.
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   You do not have a valid <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">MultiExcerpt</a> app license.&nbsp; Please sign up for a free trial or purchase a license through the <a href="https://apps.appf.re/me/mp/cloud?hosting=cloud&tab=overview">Atlassian Marketplace</a>.	Select Customer Service Upsell as the effort type. This field can be changed after an auto-promo code has been created, but only under specific conditions which vary according to type.
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3. Complete the following fields:
   

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4. Complete the following fields:

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5. When you have finished entering all of the information relevant to the effort, click 

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   .