Orders Overview

The Orders tab contains all relevant information about customer purchases completed through the system, whether on a Store page or a 2-step order element on a funnel. This helps you centralize order fulfillment and ensure customer satisfaction. But, how does it work?

Filters

Date Selection

You can limit the results to a specific period by clicking the calendar icon and selecting a beginning and ending day.

Order Data

Click the filter icon to access the order filtering options, which allow you to limit the results to orders with a certain status, source, or payment details.

Order Information

The basic order information will always be on display, and it consists of:

1. Customer: This is the name of the contact saved inside the system. Clicking it will redirect you to the contact card.
2. Source: You can find the page where the purchase was completed in this section.
3. Items: This will be the total items included in the order.
4. Order Date: This section has the date and time the order was placed, in your timezone.
5. Amount: This will be the total value of the order.
6. Status: This tag indicates the order's progress, helping you track future steps.
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You can search for an order using its details, such as order ID, source, or customer.

To access the details of an order, click the three-dot icon next to it and click View Order. This will redirect you to the order's information and fulfillment center.

Click the downward-pointing arrow to export your orders' information in a CSV file.

Importing Previous Orders

To add information from orders made outside your CRM, or migrating from one system to another, you can use the Import as CSV Option.

Upload your CSV file, then click “Upload & Preview.”

We recommend downloading the sample CSV to use as a template. Once you've uploaded your file, review it, then click “Import Orders” to start the importing process.

All imported orders will be automatically marked as completed, and a linked transaction record will be created. These orders can be edited if needed after the import is completed.

This section will help you manage customer orders and product stock, creating a centralized point for your product management and fulfillment needs, helping you close more deals.