Using the Order Workflow

  1. Go to the Workflow tab > Orders.
  2. There are two tabs in this queue. Choose between the Preorders and Orders tabs. Preorders are generated when a customer is saved in a Prospect status.


  1. Select a filter to narrow down the orders or type a keyword in the Filter Results field.


  1. To drill down into an order, click the PON for the desired order.
  2. Orders can be assigned to a user by selecting the checkbox next to an order and then selecting the user from the dropdown list at the top of the screen. Click Assign Selected to assign the order.
  3. Additionally, the data in the list can be sorted by clicking a column header.

Using the Ticket Workflow

  1. Go to the Workflow tab > Tickets.


  1. Select a filter to narrow down the orders or type a keyword in the Filter Results field.



  1. To drill down into a certain ticket, click the Ticket number for the desired ticket.
  2. Additionally, the data in the list can be sorted by clicking a column header.
  3. A ticket can be assigned to a user by selecting the checkbox next to the ticket, selecting a user from the dropdown in the top left corner of the screen and then clicking Assign Selected Tickets to User.

Using the Task Workflow

  1. Go to the Workflow tab > Tasks.


  1. Select a filter to narrow down the tasks or type a keyword in the Filter Results field.


  1. To drill down into a certain task, click its Task ID number.
  2. Additionally, the data in the list can be sorted by clicking a column header.