Once the + Create (MSWeb) button is clicked on the Homepage, the Create Order Page appears. Use this page to create a lead or an order. At the top of the screen, notice it reads: Orders > Create Order.
Figure 6: Create Order Page
Within this page are the ORDER INFORMATION and MOVE INFORMATION “cards.” Imagine two cards with one being in front of the other. The card in use is indicated by the card’s name being underlined. In the example below, the underline is under ORDER INFORMATION, so the information shown is from the ORDER INFORMATION card.
Figure 7: Blue line indicates which card is being viewed