This process describes the best practices to create an order.
Locate the Lead from your Orders List or from the Quick Find.
Tip: If you were assigned to the lead so that the lead appears on your Order List, sort the Status column to alphabetize the Status column by status. This will group all entries with Lead as their Status. Find your Lead and click anywhere on that line.
Figure 33: Order List showing Status
You will be directed to the Order Story of this entry. NOTE: If you just created a Lead and saved, you will be guided to the Order Story directly.
Click Move Information to go to the Customer Contact information card.
Figure 34: Move Information on Navigation Bar
Update or edit the CUSTOMER CONTACT card with any additional information. Edit by clicking a field (or the area next to the field name). Contact Preference is clicked in the Fig. 35. It currently is set to Text Message and needs to be updated to Email. So, click the edit button, which is the blue pen.
Figure 35: Contact Preference being edited
Use the dropdown to pick the preference and then click the green check to save. (Fig. 36)
Figure 36: Contact Preference Dropdown Selector
Continue entering information in ORDER INFORMATION. Click through the fields using the Tab button or point and click using the mouse. Continue through CUSTOMER CONTACT until all information you have is entered.
Use the collapse or expand arrows as necessary as well as scroll. Enter your name in your role to have this order shown on your Orders List on the Homepage. Enter Task Definition. Continue with any additional fields.
Click Book Order to save as an order.
Book Order Information, shown below, confirms the Book Order action and requires the fields listed to be completed before clicking Save. Make sure to notice and click the appropriate year option. This Year is the default. Click Save.
Figure 37: Book Order Information
Once the order is saved, the order will be issued an Order Number and the Status is changed to Booked.