Sales & Services - Business Hub

Quotes

• Quote overview
• Create quote
• Edit quote
• Email quote to customer
• Mark quote as sent
• Copy quote

See all 7 articles

Orders

• Order overview
• Orders List
• Create order
• Edit order
• Using the Product Selector
• Add a free form product

See all 18 articles

Order Production Management

• Inventory Pull Management
• Manage production for an order
• Mark order items as Produced
• Mark order items as Shipped
• Download or print an order print sheet

Quote & Order Common Tasks

• View quote/order
• Assign quote/order to a sales team member
• Download quote/order
• Print quote/order
• Cancel quote/order
• Delete quote/order

See all 13 articles

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

See all 8 articles

Approve Payments

• Approve payments page

Campaigns

• Campaigns List