Complete an Order
Mark an order complete once the meeting is finished and you've served the customer.
Things to Keep in Mind
- Members can complete orders assigned to them.
- Owners and Managers can complete any order.
- Completing an order moves it to Closed orders.
How to Complete an Order
- Go to Orders from the sidebar and find the order in Glance, or open its Summary.
- Orders that need a status update can also be accessed through the Needs action view.
- Click Mark complete.
Need More Help?
Contact our Support team.