This section details how to create an order within MSWeb: creating an order from a lead and creating an order directly, which is the situation where the order is being started with it first being entered as a lead.
From a lead:
A typical process is one where the order is created from a lead so that will be the scenario used in the instructions MSWeb Create Order Best Practice and MSWeb Create Order Quick Start. MSWeb Create Order Best Practice includes the thorough, best practice instructions. Understanding sometimes an order just needs to “get into the system,” MSWeb Create Order Quick Start offers instructions for those situations.
Not From a lead:
For those orders being entered directly into MSWeb without having first been entered as a lead, see MSWeb Create Order without Lead, which utilizes the Quick Start approach.
RELATED CONTENT:
MSWeb Create Order Best Practice
MSWeb Create Order Quick Start
MSWeb Create Order without Lead