My customer submitted an order / created an opportunity. How do I send them a note? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll down to the bottom and click “Edit Seller Note”. Enter in your note and click “Save”.
My customer submitted an order. I don’t want to go through with it. How do I revert the order?
Click into the “Orders” tab. Select the order number. Scroll to the bottom and click “Revert Order”.
My customer submitted an order / created an opportunity. I don’t have an item in stock. How do I change quantities or remove the item?
My customer submitted an order / created an opportunity. I don’t have an item in stock. How do I change quantities or remove the item? Click into Orders > Orders or Opportunities. Select the opportunity or order number. Scroll to a product and click on the “Actions” button. Click on […]
How do I send a new message?
How do I send a new message? You’re able to send a private message to anyone on the platform in a variety of different ways. Click on the messaging icon on the top right (the envelope icon) to access all of your messages. From the messaging screen, click on “New” […]
How can I invite coworkers?
How can I invite coworkers? To invite coworkers, go to My Account > Invite Coworkers: The pop-up will allow you to enter your coworkers’ email address(es) as well as a custom message. Click “Invite” to send out the invites.
How do I export my orders?
How do I export my orders? Go to Orders and click on the orders you would like to export. Or click the first box next to the order column to select all orders. Then, click on the “Export to CSV” button.
What’s the customer list?
What’s the customer list? We recognize that some of your business contacts may not be users on your show’s digital community. The customer list functions as a central location to keep track of your business contacts. You’re able to keep track of a contact’s basic information and address. You have the option […]
How do I add a single contact?
How do I add a single contact? First, navigate to the customer list landing page and click on “Add”. Fill out the fields below. Click “Save” to finish.
How do I add multiple contacts?
How do I add multiple contacts? If you have multiple contacts in a spreadsheet or a CSV file, you’ll want to use the import function. First, navigate to the customer list landing page and click on “Import”. You should see the import screen. Click “Chose File” to open up […]
What do the connection statuses mean?
What do the connection statuses mean? If the contact that you’ve added is already on the show’s digital community, the “Connection Status” section will automatically update. There are are four possible connection statuses, all provided via the email address that you enter for the contact: Connected If the contact is on the […]