Updating order information

On occasion you may need to update information about an order made in LeadDesk. This article describes how an Admin can:

• Update contact details for an order
• Update the ordered products
• Add a comment
• Change the Order state
• Delete an order

Find the order to update

In your admin account:

1. Go to the Overview page.
2. Go to the Deals subpage.
3. Optionally use the filters to help locate the call, or type details in the Search field if known.

For more information about the Deals page, see this article.

Updating contact details for an order

Updating contact details in the Deal page will not just change the contact details going forward, it will also change the details for that specific order. Changing contact details on this page should only be done when necessary. If that is what you need to do, find the order to update and then:

1. In the Customer name column of the table, click the name of the contact if listed, or (unnamed) if there is no name.

The contact card for that contact will open:

2. Make the required changes, you can click the MORE button to access additional fields in the contact card if necessary.
3. Click the UPDATE ORDER button in the bottom right of the dialog to save the changes.
4. Click the Close button to close the contact card.

Updating the ordered products

Find the order to update and then:

1. Either:
   • In the Customer name column of the table, click the name of the contact if listed, or (unnamed) if there is no name.
   • Click the three dots to the right of the row for that order and click Edit.

The contact card will open. In the lower half you can find the existing order details.

2. If you need to add further products, select them from the Products tab and click the ADD TO ORDER button.
3. If you need to change the quantities for a product already on the order,  in the Order tab click the + or - buttons. 
4. Once you have made all necessary changes, click the UPDATE ORDER button.
5. When done, click the Close button in the top right of the dialog.

Adding or updating comments

Find the order that you want to update the comment for, then:

1. In the Comment column of the table, click the existing comment, or (Add comment) if there is no comment.

The Edit call comment dialog will open:

2. Type or edit the comment as needed.
3. Click the SAVE button.

Updating the Order state

Find the order to update and then:

1. Either:
   • In the Status column of the table, click the current order state.
   • Click the three dots to the right of the row for that order and click Edit Order States.

2. Click to select the correct Order state.
3. Optionally, type a Comment.
4. Click the Save button.

Deleting an order

There are two ways to remove an unwanted order.

Cancelling an order

Find the order to update and then:

1. Either:
   • In the Customer name column of the table, click the name of the contact if listed, or (unnamed) if there is no name.
   • Click the three dots to the right of the row for that order and click Edit.

The contact card will open. In the lower half you can find the existing order details.

2. Click the CANCEL ORDER button.
3. When prompted if you are sure, click YES.

Deleting an order

Find the order to update and then:

1. Click the three dots to the right of the row for that order and click Delete.
2. When prompted if you are sure, click OK.

Completing the removal

Whether you cancelled or deleted the order, if the associated call had the outcome Deal, this will likely need to be changed. The Edit call information dialog will open:

1. Click to select the correct outcome.
2. Click the SAVE button.

The new outcome may mean to contact should be returned to the contact list.

3. Click the YES button to restore the contact.