View client packages

Who can do this: Team members with access to Packages Where to find it: Apps › Packages See every package sold to your clients. Steps Open…

Who can do this: Team members with access to Packages
Where to find it: Apps › Packages

See every package sold to your clients.

Steps

  1. Open the Apps launcher (the grid icon in the top bar) and select Packages.
  2. Review the list. Columns include Client, Name, Qty and Purchase Date.
  3. Use search and filters to find a package.

Result

You can see who bought which package and when.

Still have questions?

Our team is happy to help. Reach out and we'll get you sorted, or keep exploring the Learning Center.