Managing Orders (Providers)

Unifyr Support
Unifyr Support
  • Updated

The Manage Orders page allows providers to receive, view and progress orders received from partners. 

In Manage Orders, you can carry out these actions:

  • Search for orders.
  • Filter the view by the partner, order status, or activity type.
  • Sort by submitted date, last activity, and estimated completion date.
  • View your orders and the associated campaign name, partner name, partner contact, and order status.
  • Select the hyperlinked order name or View Order to access the Activity Dashboard or to view the full order details. You can access the following: comments, contact list, leads, order status, edit provider notifications, and order details.
  • Add a lead or bulk upload leads to be shared with the partner.

portal_provider_manage_orders.png

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