Orders
5 Documents
How to create a New Order
Last Updated: March 7, 2025If you want to create a new order: Your order has been created, and SkyPlanner will ask you to make an Order Item for this Order.
How to edit an Order
Last Updated: March 7, 2025For editing an existing order: Now your order is edited.
How to archive an Order
Last Updated: March 7, 2025For archiving an order: Now your order is Archived.
How to filter an Order
Last Updated: March 7, 2025If you are looking for a specific group of orders: Now, only the orders with the specified filters are on your Order Panel.
How to update a Prospect into an Order
Last Updated: April 1, 2025When a sale is closed, it is time to turn that prospect into an order. To achieve this: You will notice now that your prospect is an Order on the GANTT Timeline.