Cancel Direct Mail Cadences for Lead or Opportunity Records
Renee Duncan
9 steps
47 seconds
Salesforce
Cancel Orders from "Direct Mail Orders" List View
1
From the "Direct Mail App," select "Direct Mail Orders"
2
ALERT: If the record status is still set to "Cadence," you will be directed to this page and will not be able to cancel the orders. It is necessary to wait until the status has changed to "Submitted," which may take awhile.
3
Select the checkboxes next to the records to be cancelled after the status transitions to "Submitted."
4
Click "Show more actions"
5
Click "Cancel All Selected Records"
6
Click this button.
7
Confirm the status is changed to "Cancelled"
Confirm Credits are Refunded
8
Confirm the "Refunded" checkbox is automatically checked.
9
Navigate to "Company Setup," and confirm the appropriate amount of credits are refunded.
Cancel Direct Mail Cadences for Lead or Opportunity Records
Renee Duncan
9 steps
47 seconds
Salesforce
Cancel Orders from "Direct Mail Orders" List View
1
From the "Direct Mail App," select "Direct Mail Orders"
2
ALERT: If the record status is still set to "Cadence," you will be directed to this page and will not be able to cancel the orders. It is necessary to wait until the status has changed to "Submitted," which may take awhile.
3
Select the checkboxes next to the records to be cancelled after the status transitions to "Submitted."
4
Click "Show more actions"
5
Click "Cancel All Selected Records"
6
Click this button.
7
Confirm the status is changed to "Cancelled"
Confirm Credits are Refunded
8
Confirm the "Refunded" checkbox is automatically checked.
9
Navigate to "Company Setup," and confirm the appropriate amount of credits are refunded.
