CRM - Management Control

Go to CRM > Refund Management

You can view refund requests raised by CRM staff and approve/reject requests.

 Go to CRM > PayPal Invoice Management

You can view all PayPal invoices sent via SoldEazy

You can use action buttons on each invoice

1. Refresh Status: Click to get most recent status on this transaction
2. View Details: Click to view details of this invoice
   

   

   * the QR code is for the buyer to make payment
3. Copy Link: Click to copy the invoice link generated by PayPal, it looks like this:
   https://www.paypal.com/invoice/p/#xxxxxxxxx
4. Go to Order: Click to open a new tab page to view relevant order
   

   

   The order will have a related "Additional Invoice" underneath
5. Go to Message: Click to open a new tab page to view the message where you initiated this additional invoice
   

   

   On bottom right is this additional invoice.

Go to CRM > Performance Reporting

Choose a period and view staff workload and performance