The Orders area records what customers have actually bought.
Create an order
Go to CRM → Orders and click Create Order.
Enter the order name and stage.
Attach the lead and add line items from your product catalog.
Confirm the Total Price, Assign To, and Order Date. Optionally add notes, a discount, tax, or billing details.
Track order status
Orders move through a fixed workflow:
Draft → Confirmed → Invoiced → Paid (or Cancelled)
Update status on the board or in the table view. The table also shows an Order # column and association columns for Deals, Notes, and Products.
Tips
Create the order as soon as a deal reaches Closed Won.
Use the Discount field on the order rather than editing product prices.