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 let you limit the results to orders with a certain status, source, or payment details.

Order Information #

The basic order information is always on display and consists of:

• Customer: The name of the contact saved inside the system. Clicking it redirects you to the contact card.
• Source: The page where the purchase was completed.
• Items: The total items included in the order.
• Order Date: The date and time the order was placed, in your timezone.
• Amount: The total value of the order.
• Status: A tag indicating the order’s progress, helping you track future steps.

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, which redirects you to the order’s information and fulfillment center. Click the downward-pointing arrow to export your orders’ information as a CSV file.

Importing Previous Orders #

To add information from orders made outside your CRM, or when 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 are automatically marked as completed, and a linked transaction record is created. These orders can be edited if needed after the import is finished. This section helps you manage customer orders and product stock, creating a centralized point for your product management and fulfillment needs.

Frequently Asked Questions #

What does the Orders tab show? #

It lists all customer purchases completed through the system, whether from a Store page or a 2-step order element on a funnel, in one centralized place.

How do I filter orders? #

Use the calendar icon to set a date range and the filter icon to narrow results by status, source, or payment details. You can also search by order ID, source, or customer.

How do I view a single order’s details? #

Click the three-dot icon next to the order and select View Order to open its information and fulfillment center.

Can I export my orders? #

Yes. Click the downward-pointing arrow to export your orders’ information as a CSV file.

Can I import orders from another system? #

Yes. Use the Import as CSV option, upload your file, click Upload & Preview, then Import Orders. Downloading the sample CSV first gives you a ready-made template.

What status do imported orders have? #

All imported orders are automatically marked as completed with a linked transaction record, and they can be edited after the import if needed.