Order overview

The order overview can be found under Orders overview. 

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The order overview shows you which offers have been generated and sent for which customers. You have an insight into how your offer was sent (post, e-mail...) or you can change your offers later.

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1Tool | Screenshot 2022 12 05 at 11.38.58:XNUMX:XNUMX 

Under “Create new phase” you can move the order directly to a corresponding phase.

newphase_order

In the window that now appears, you can select the current phase. Select “Order confirmation” as the type and the corresponding circle to then download the “Order confirmation” in the task overview under Connections.

order_newphase
Shortcut

In the order overview you can also create a new order. Simply click on “Create new order”. You can find further information here.

create new order

If you hover the mouse over the editing pen, you will see the last change.

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