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The topics discussed on this page are listed below:

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  1. Log into CRM and go to the left-side menu

  2. Scroll down and click on Shopping Carts.

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What on the Shopping Carts page?

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More filters are available, to narrow the search, by clicking on the (plus) Add New Search Filter button, a tab will pop up, and more filters can be selected and added to the page (see the below example):

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How to place a new shopping cart order by using the + Create New button

By clicking on the (plus) Create New button, the user is redirected to the Place Order | New Order page, where a new order can be placed while the customer is on the phone.

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