Selling things: taking an order, moving it through fulfillment, taking payment, and handling it when a customer sends something back.
What you'll find here
- Commerce Markets Explained and How to Create a Commerce Market — the categories your orders are filed under. As with leads, a market has to exist before an order can be created.
- How to Connect a Commerce Provider — linking the system that actually processes payments or holds your catalogue.
- Orders and Pipeline — the board that tracks an order from placed to delivered, and how to work an individual order.
How this relates to the CRM
They meet on the account. An order belongs to an account, and an account's Orders tab is where you see everything that customer has bought. If you're following a customer from first contact to first purchase, you'll start in Client Relations Manager and end here.
The word "pipeline" means something specific in this section — a real board with real stages that an order moves through. In the CRM it doesn't; a lead's progress is its status. Lead Status vs. Sub-Status explains that difference, which trips people up regularly.
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