Creating an Order from a CLM Presentation
Users can place orders for an account while presenting CLM. An account must be selected before the CLM presentation begins in order to place an order form the CLM.
Who can use this feature?
- iPad Users
- Users do not require an additional license
- End Users
Configuring Creating an Order from a CLM Presentation for
End Users
To configure this feature:
- Ensure Configuring Order Management is complete.
- Ensure Enabling Orders for an Account is complete for the account.
- Ensure Configuring CLM is complete.
Creating an Order from a CLM Presentation as
End Users
To create an order from a CLM presentation:
- Select the All Actions menu with a presentation open.
- Select Create Order.
- Select Done on the order to return to the presentation once adding order and order line information is complete.
- Select All Actions > Review Order to review or edit the order, then select Done on the order to return to the CLM (optional).
- Select Done on the CLM to end the CLM presentation.
- Select Save, Submit, or Cancel on the order.
If Mass Add Order Entry Mode is enabled and the CLM Presentation Slide that is being viewed has a key message that is associated to a product, the user can select the Add to Order action from the CLM Presentation. The order opens and the user is navigated to the product so they can easily adjust the quantity.
