Alpha Lead Support

Welcome To Alphaleads Support Portal!

Please watch the videos, look through the articles or use a support option below.

Orders - Overview

By navigating to the Orders section located under the Payments tab in your CRM, you can efficiently monitor and manage order form submissions originating from both funnels and websites. This centralized location allows for seamless tracking and organization of all your customer transactions, ensuring a streamlined workflow and effective resource management.

 

Search

Utilize the search bar to search for a specific order by entering the name of the customer.

Date Range

Select “from” and “to” dates to be able to view the orders during a specific calendar period.

 

Filters

  1. Order Status

By clicking here, you can filter the order status by showing; All, Pending, Completed, or Cancelled.

  1. Payment Mode

If you want to see your orders that are in Test mode or live mode simply filter using the Payment mode.

  1. Source Type

You can also filter your order based on the source type by clicking here; Website or funnel.

 

 

 

Download

In order to obtain a copy of the order list, all you need to do is click on the designated download link. By doing so, you can effortlessly save and access the information at your convenience, allowing for easy management and analysis of your orders.

 

 

 

Order Table

This is the Order table and below are its constituent;

  1. Customer 

The names of customers who placed an order will show here.

  1. Source

The source where the order was placed will be seen here.

  1. Items

The item purchased by each customer will be listed here.

  1. Order date 

The date the order was placed will be shown here.

  1. Amount 

You can see the amount for each item/order purchased.

  1. Status 

Here, you can see the status of each order if it is “Pending”, “Complete”, or “Cancelled”.

More Action

On the far right of each order you will see three dots. Click on the dots to view order, view customer, or view source.

 

 

View Order

Here you can see the order details for each of the customers;

  1. Internal Order ID

Here we can see the internal identification number of the order made.

  1. Order Date 

You can see the date and time the order was completed.

  1. Total Amount 

You can see the total amount charged for this order here.

  1. Order Information 

You can see the name of the product name, product quantity, price, setup fee,

  1. Customer’s Information 

You can see the customer’s name and email. When you click on the URL arrow, it directs you to the Contact details section.

  1. Source 

You can see the source; type, sub-type, identification (click on the ID to direct you to the Funnel the contact is linked to), name, step ID, and page ID.

  1. Subscription 

You can see the provider & subscription ID, the date and time the recurring subscription was created, the amount, and the subscription status (Active or failed). You can click on the subscription ID or status to direct you to the Subscription section

  1. Transaction(s) 

You can see the provider & charge ID, the date and time the transaction was made, the amount, and the subscription status (succeeded). You can click on the stripe ID or status to direct you to the Transaction section

 

 

 

View Customer

If you want to edit the customer’s detail, click on this “view customer” button to direct you to the Contact details section.

 

 

 

View Source

Clicking on this button directs you to either the funnel or website section, you can make any edit there.

 

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