MSWeb Create Order without Lead

This process details an order being entered directly into MSWeb without the order first having been entered as a lead. These instructions follow the Quick Start method.

 

1.    From Homepage, click +Create. (Fig. 31)

2.    From Create Order page, enter a name in the Last Name / Company Field. (Fig. 32)

3.    Enter a Phone Number.

4.    Enter a Branch.

5.    Click Save. This will take you to the Order Story.

6.    From Order Story, click Book Order. Text

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Figure 31: Step 1 of Quick Start a New Order

 

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Figure 32: Quick Start a New Order Steps 2-4

 

For additional details on entering a new order, see MSWeb Create Order Best Practice.