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Orders

The Orders module supports the sales process by tracking order history and organizing data for each sale, including associated costs and sell prices.

Features

• Shared Orders
  All orders within the database are accessible to each team member.

• Order Properties
  All orders have a set of standard properties that are included with the software. Additional custom properties may be added at your discretion.

• Simple Order Retrieval
  All orders are linked to their corresponding contact and can be easily found within the contact's card.

• Linked Tasks
  Each order can be linked to a task. A sales rep can assign a task for an assistant to send a newly created fax, for instance.

Orders Contents

• Orders Detail View
• Orders List View
• Creating New Orders
• Viewing and Editing Orders
• Deleting Orders
• Deleting Orders
• Orders Preferences