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Categories Integration
Created by Guest
Created on Mar 25, 2020

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Set Unleashed Order Type when Confirming Orders

A customer would find it useful to set the order type (field in Unleashed) within the CRM before confirming the order through to Unleashed.

Order types .png
Order types .png
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Order types .png
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  • Guest
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    |     Mar 27, 2020

    In Unleashed this field is called the Sales Group - most of my clients use this, it is highly customisable so is a great way to slice & dice sales (in addition to customer type, rep, etc)

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