Sage Sync Resource Guide

PROCESSING WORK ORDERS

CONTACT CUSTOMER

The first action required on a new Work Order is Contact Customer. Active Orders are received in the past one business day and Past Due Orders are received more than one business day ago.

After selecting Active Orders or Past Due Orders under Contact Customer, there will be a list of Leads that are in that status. Click on the blue hyperlink under the Order # or Action Required columns to take the action needed.

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