Sales & Services - Business Hub
Quotes
Orders
- Order overview
- Orders List
- Create order
- Edit order
- Using the Product Selector
- Add a free form product
Quote & Order Common Tasks
- Assign quote/order to a sales team member
- Download quote/order
- Cancel quote/order
- Delete quote/order
- Add payment to quote/order
- Add refund to quote/order
Abandoned Carts
- Abandoned carts overview
- View abandoned carts
- Manually send abandoned cart follow-up email
- Download abandoned cart order PDF
- Convert abandoned cart to quote
- Convert abandoned cart to order