Event Management by Salesperson

To add an order:

1. Go to Sales & Marketing on the left side panel.
2. Click Event & Order Management.
3. Click Event Management by Salesperson.
   
   
4. Click New Entry.
   
   
5. Fill out the information.
   
   
6. Click on Save.
   
   

To edit an order: 

1. Go to Sales & Marketing on the left side panel.
2. Click Event & Order Management.
3. Click Event Management by Salesperson.
   
   
4. Click the pencil icon on the Action column.
   
   
5. Edit the desired information, once finished click on Save. 
   
   
   
   

To see reporting:

1. Go to Sales & Marketing on the left side panel.
2. Click Event & Order Management.
3. Click Event Management - All Status Types Included.
   
   
4. On “Dates From” and “To”, select the dates of the report to view.
   
   
5. Click on Refresh.
   
   
6. Click on the drop-down “Select Reports...” and select the report you want to view. 
   
   
7. Click on the Check boxes to select the report or reports you want to export. 
   
   
8. Click Print to and select how you want to view the report.