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.
Figure 31: Step 1 of Quick Start a New Order
Figure 32: Quick Start a New Order Steps 2-4
For additional details on entering a new order, see MSWeb Create Order Best Practice.