This view shows the orders made by the logged in agent. It is also possible to create new orders without calling, listen to call recordings and edit/delete orders.
- Filter your recent Orders
Use the columns to filter your Orders e.g. by date, company, campaign, status etc. You can also sort it by using the Time Interval or by the dropdown menu Campaigns.
- Listen to a call Recording
Click the Link text in the Recording column to active the built-in LeadDesk Audio Player. Press the Play icon to listen to your call Recording.
- Edit an order
Click the menu icon at the end of the row and select "Edit".
- Delete an order
Click the menu icon at the end of the row and select "Delete". This will delete the order from the system permanently. Use this only when you are absolutely sure you have accidentally made a false order.
- Create an order without calling
The "Create" button opens a blank Contact Card and enables you to make a new Order without calling.
Tip: use this when you want to create a new Order for a new Contact that is not already in your Call list. If you want to add an Order to an existing Contact, then go to your History and click on the Contact name to edit the Contact Card and add an Order there.