Using the Referred Orders Screen

Owned by Former user (Deleted)
Last updated: 03-Aug-18 by Charlie Walker
2 min read
  1. Go to Telesales > CRM > Referred Orders
  2. This shows a blank search screen
  3. To see everything in the queue, click 'Search' without filtering on any search fields 
  4. To search for a particular order type, or delivery method, then use these drop downs and click 'search' 
  5. Clicking 'View' will take you to the order screen where you can action what is needed and see why an order was referred as normal