Order table | epilot

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internal epilot onboarding

Epilot Overview

Our Product Vision
Who are our customers and why do they use epilot?
Main areas of the epilot 360 product

Journey & Journey Builder

Journey Overview
Create a PV Journey (3:01)
Configure Products and Prices (9:10)
Add/edit steps (5:00)
Testing the Journey (4:09)
Submissions (3:03)
Advanced: Product filtering (6:41)
Advanced: Display conditions blocks (8:35)
Advanced: Create a jump to step logic (9:27)
Advanced: Create a skip step logic
Advanced: Journey Launcher
Advanced: How to embed Journey into your website
Advanced: Create template from existing Journey

Customers & Opportunity

CRM overview
Using the table view and saving views
Searching for customer information
Opportunity view
Sending emails to customers
Managing files
Advanced: Import & Export
Creating notes
Relation: Contact
Relation: Order

Orders & Billing

Order overview
Order table
Generating an order confirmation
Sending an invoice

Workflows

Workflow overview
Create a PV sales workflow
Trigger workflows from Journey submission
Working with the workflow
Automatic assignment
Cancelling a workflow
Advanced: Analysing workflows in the dashboard
Advanced: Workflows and automations

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Order table

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