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Purpose:

The purpose of this walkthrough is to help you place an order in our CRM.

 

Pre Requisites:

  • Shop page

  • Product

  • First you will navigate down to contacts and then to customers

Order_1_.png

  • Click on the customer's email address and this screen will pop up:

Oders_2_.png

  • Next, you will click create order 

  • This is the order screen: 

order_3.png

  • Click on the green plus sign to add your various products or offers into the cart.

order_4.png

  • This screen will appear and then you will click add to order

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