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How to Set a Default Order Page on an Agent Account

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated yesterday

The Default Order page is the first page that will automatically be selected when an Agent logs in to place an order. By setting the default Order Page on an Agent you can control the Order Page that is automatically loaded when placing an order.

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If only 1 Order Page is linked to an agent, it will automatically be the default Order Page. When multiple Order Pages are linked to an Agent you are able to set the default Order Page

Should there be only one order page linked to an agent or if there's only one you've created, that would automatically be considered as the default page

From the agent profile, look for Custom Order Pages

Select Link Order Page

Tick the box on the order page you're looking to add

In cases where there's multiple order page the first one would be the default order page and it would also indicate that it is the default page


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