- Go to the Workflow tab > Orders.
- 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.
- Select a filter to narrow down the orders or type a keyword in the Filter Results field.
- To drill down to an order, click the PON for the desired order.
- 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.
- Additionally, the data in the list can be sorted by clicking a column header.