Create Lead (MSWeb)

Homepage >  + Create

 

The Create Order Page is used to start a lead and (and an order.)

 

After the +Create button is clicked from the Homepage, the Create Order page is shown. Notice the Create Order page has Orders > Create Order below the header, as indicated by the arrow.

 

Graphical user interface, application

Description automatically generated

Figure 19: Create Order Page

 

 

Two sets of instructions are detailed below:

 

    Quick Start a Lead

    Create a Lead