How To Mark Orders As Complete

Once a report has been approved, it can be released to a client: 

1. Click on Actions to display the menu, and then on Update Status. 

2. On this screen select Completed from the New Status drop down. 

1. You have the options to share the updated status with: 
2. Copy Company Users on Email 
3. Share with Client and notify by Email  
4. Copy Salesperson 
5. Copy Matthew Fernandes 
6. Copy Reviewer 

3. There is also an option to include a message in the email. 

Once you’ve made your selection click Update Status.