This process describes the best practices to create a lead.
1. From Homepage, click Create (Figure 17). Clicking Create takes you to the Create Order Page (Figure 18).
Figure 17: MSWeb Creating a Lead
2. Start with CUSTOMER CONTACT. Enter Last Name, First Name, and Contact Preference.
Figure 18: Create Order Customer Contact Information is required
3. Click Add Phone Number to enter phone numbers. The first column has a dropdown that includes the choices: Cell, Destination Home, Destination Other Destination Work, Moving To Home, Moving To Work, Origin Other, Origin Work.
The red icon 
deletes the information on that line. There
will be a confirmation question to validate this if the action you want to take.
To save the deletion, click the green check. To go back or cancel the deletion
process, click the red x.
4. Click Add Email to enter email addresses. The dropdown in the first column is to define if the email is Family, Personal, Primary, Spouse or Work. The second column can be customized to further identify the email. Notice in the Fig. 24 below that the first email is defined as Spouse and the second column has been customized to show his name, Justin. The default for the second column is the first column’s identifier. Again, the example below shows Personal as the default for the second email listed.
NOTE: Be sure to note which email is the Primary, or the main email to be used for email communications.
The red icon deletes the information. There will be a confirmation question to validate this if the action you want to take. To save the deletion, click the green check. To go back or cancel the deletion process, click the red x.
5. On the right side of the ORDER INFORMATION card, enter details for ORDER DETAILS. Enter the Branch, which is mandatory as denoted by the red asterisk. Once the Branch is defined, the remaining fields will be available. The Branch must be entered as the Branch determines the options available in the fields.
6. If you would like the order to appear on your Order List on your Homepage, enter your name in the appropriate role. Sally Brown has been entered for Transportation Coordinator and, when this becomes an order, it will appear on her Homepage Order List.
7. At this point, since this is a Lead, under Please select the order Type, check the Lead box. Checking Lead triggers an Estimate Number to be generated. If Lead is not checked, it will still have Lead as its Status. If it is a foreign order, check the box for Foreign Order to capture this information for searches and certain reports in MoversSuite.
Figure 19: Detail of Order Information
8. To proceed to MOVE INFORMATION by clicking the MOVE INFORMATION header or click Next. Notice MOVE INFORMATION is underlined. It is helpful to add Location Type and Address to MOVE FROM. Enter the MOVE TO information. Again, enter Location Type and Address. Click Save.
Figure 20: Move Information card
NOTE: It is also possible to just click Save and enter that information from the Order Story > Move Information > New Section > Locations tile.
The entry is now saved and searchable in the Quick Find using the phone number, using the process detailed in Quick Find Help. If you had entered yourself in one of the roles, this Lead will appear on your Order List on your Homepage.
It is important to enter a phone number so this Lead can be searched using the Quick Find. Use the Quick Find Help instructions for details on how to search using a phone number. In the picture below notice the Quick Find has “P 970 229” entered – just a partial phone number can be used– and the Lead is found.
Figure 21: Quick Find
Clicking Lead (shown in Figure 21), clicking any results in the Quick Find, or clicking any order on the Orders List, will take you to the corresponding MSWeb Order Story.On the Order Story, more details can be entered, and all aspects of the transaction can be viewed and serviced.
Tip: If you assign yourself as one of the roles on the order, this lead will appear on your Order List on your Homepage.