Review and Update the Direct Mail Orders List View
Renee Duncan
3 steps
32 seconds
Review Scheduled Mail Orders
1
Click "Direct Mail Orders" from the "Direct Mail" app menu.
Tip! We recommend making the following columns visible in the **Direct Mail Orders** list view: - Direct Mail Orders Name - Cadences? - Status - Created Date - Campaign - Contact - Lead - Opportunity - Order Reject Reason - Processed Date - Refunded - Time to be dispatched - Scheduled Mail Orders
2
The newly created orders will display a status of "Cadence."
3
To quickly confirm the schedule, review the "Time to be dispatched" column.
Review and Update the Direct Mail Orders List View
Renee Duncan
3 steps
32 seconds
Review Scheduled Mail Orders
1
Click "Direct Mail Orders" from the "Direct Mail" app menu.
Tip! We recommend making the following columns visible in the **Direct Mail Orders** list view: - Direct Mail Orders Name - Cadences? - Status - Created Date - Campaign - Contact - Lead - Opportunity - Order Reject Reason - Processed Date - Refunded - Time to be dispatched - Scheduled Mail Orders
2
The newly created orders will display a status of "Cadence."
3
To quickly confirm the schedule, review the "Time to be dispatched" column.
