Displaying Pending Sales Orders for My Customers

You can view pending sales orders for your customers or for the customers assigned to your sales representatives, making it easier to monitor workflow progress and take the necessary actions on time.

First, ensure that you have permission to access the Dashboard page. Then, link the user to your salesperson and, if needed, add one or more salespeople under your supervision.

The pending sales orders for your customers and the customers assigned to your salespeople will be displayed.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.