Portal Orders in HubSpot

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Source Store Property

There is a Source Store Property (field), when the Sales Order originates from the online Portal, this will populate with, "Web (IC Realtime)" 

That is how you can pinpoint portal orders:

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On a Sales Order Record

This is visible in two places:

The left hand column in the "About this Order" Section:

As well as on the Middle Overview Tab in the "Sales Order Details" Section:

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Order View

There will be 4 Views when you go on the Order View

• My Orders
• This weeks Orders
• Portal Orders
• This weeks Portal Orders

My Orders is defaulted to show all Orders, where the owner is "Me"

• That means whoever is looking at the view will show that persons orders
• Sales Admins will need to Clone and Adjust Owners for their to view their NSE's information

This Weeks Orders has the same filter, where the Sales Effective Date is "This Week

Portal Orders will show all orders that have "Source Store = Web (IC Realtime)"

This weeks Portal Orders will show all Web orders that have a Sales Effective Date of "This Week"