Manage Your Orders

Quickly track sales and access customer details

Track funnel orders

Each funnel has an Orders page. Review, edit, or export any of your orders. Open the funnel and click the Shopping Cart icon to open the page.

Click the ellipsis to open a drop-down menu and choose more options, like fulfill an order.

Review order details

To learn more about the transaction and customer, click an order. A side panel opens and displays details like payment method.

Click the ellipsis to edit customer information. The panel displays contact information and the customer's order history in the funnel.

Account-wide

You can review account-wide orders. Go to the Funnelish main page and click Orders at the top menu bar. The page shows payment status, customer name, product, and amount.

• As described above, click an order to open a side panel with more information.

Note Deleting a customer in this view does not delete the order from the funnel. Instead, the order is displayed with an Unknown customer.

Export orders

To export your orders, click the Export orders button. Choose the type of data you want to export (by Date or All Orders) and then download the .csv file.

That's it.