This task uses the merchant’s authenticated order and contact records as the source of truth. This guide focuses on how to connect the submitted answers to the exact form, offer and follow-up expectation.
Open the authoritative record
Start in Payments or Contacts and locate the exact order or person by safe reference, email and date. The aim is to connect the submitted answers to the exact form, offer and follow-up expectation. Do not rely on list position, a bank alert or a customer screenshot.
Read identity, offer and status together
Confirm the customer, offer, amount, currency and current payment or fulfilment state. Similar names and repeated attempts can belong to different records. A pending or failed attempt does not authorise delivery as a paid order.
Take only an available action
Use only controls that are visible on the correct record. The merchant order page supports authorised refunds but does not provide a general Mark fulfilled control. Keep dispatch or service-completion evidence in your own fulfilment process with the Selstack order reference.
Protect customer information
Share only the details needed to fulfil or investigate. Keep addresses, private messages and delivery links out of public notes and unrelated screenshots. Selstack support does not need passwords, OTPs or full payment credentials.
Confirm the downstream result
Reopen the order, customer portal or fulfilment state and check that it now reflects the intended action. Tell the customer what changed, what remains pending and when the next update will be available.
Example: Review the Context Behind a Lead
A lead who selected “website audit” should receive that follow-up, while someone who joined a newsletter should not be treated as a sales enquiry.
If Review the Context Behind a Lead is not working
If the source context is missing, review the originating form or offer and avoid inventing consent or intent.
Confirm the result
- The customer, offer, reference and status match the intended record.
- Fulfilment, refund or access action was taken only once.
- The order now shows the expected downstream result.
- No unrelated customer information was exposed.
When to ask Selstack for help
Contact official Selstack support when the saved result, status or resolved identity still conflicts with the intended record after one refresh. Include the business, page, time, safe reference and visible message. Do not include passwords, OTPs, recovery codes, full card details, BVN, NIN or unmasked bank documents.