Create an order from a lead that already has been entered into MoversSuite utilizing the basic method to just “get the order into the system.”
1. From Homepage Order List or Quick Find, click on the lead. (Fig. 28) This will take you to the Order Story.
2. From the Order Story, click Book Order. (Fig. 29)
3. From Book Order Information, ensure all mandatory fields are entered. (Fig. 30)
4. Choose correct answer to Order Number starts from – either This Year or Next Year.
5. Click Save.
Figure 28: Quick Start from Lead Step 1
Figure 29: Quick Start from Lead Step 2
Figure 30: Quick Start from Lead Step 3 - 5