orders-list

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Open

An order is considered open if one of the following states applies:

  • the seller is in the process of building the order (sales-led motion)
  • the buyer is in the process of building the order (self-serve)
  • the buyer and seller are in the process of reviewing contract terms
  • the buyer has not yet completed checkout
  • the buyer has not yet signed the contract (when checking out via order form e-signature)

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Awaiting countersign

An order is awaiting a countersignature if the buyer has checked out via order form e-signature and signed. This stage indicates to the seller that their legal document signer must countersign to fully execute the contract.

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Closed won

An order is considered closed won when the buyer and seller have agreed to terms, and the contract has been executed by both parties.

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Closed lost

An order is considered closed lost if the buyer no longer agrees to the purchase.

Closed lost orders will not appear on your Orders table.

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Closed delete

The seller has deleted the order.

Closed delete orders will not appear on your Orders table.

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Migrating

Salesbricks allows sellers to import an order from an external source.

After you migrate an order into Salesbricks, you will have the option of manually marking it as closed won, closed lost, or closed delete.