This process describes the “best practices” method when creating a lead. The instructions have more details following this list:
1. If on your homepage or the MSWeb Orders List, click the Create Order button. If on an order, click the Create Order or Lead icon.
2. Enter Customer Contact information.
3. Enter Order Information details.
4. Enter Move Information details.
1. From the MSWeb Orders List, click the Create Order button (Figure 110).
Figure 110: MSWeb Creating a Lead
Or, if on an order, click the Create new order or lead icon, shown in Figure 111. Hover over the icon to pop-up the name of the icon, if needed.
Figure 111: "Create a new order or lead" icon
2. Either method will open the Order > Create Order Page (Figure 112), whose name is listed in the upper left corner of the screen. Both leads and orders can be entered here. Notice ORDER INFORMATION is underlined; therefore, that is the information that is “active” on the screen.
From the ORDER INFORMATION tab > CUSTOMER CONTACT section, enter:
•Last Name/Company Name: Though only Last Name/Company Name is required, if a person, entering the First Name is a best practice.
•Contact Preference: This ensures the Customer receives communication the way they want to receive it.
•Email(s): 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, such as the person’s name, especially if a Company Name is listed under Last Name/Company Name.
NOTE: Be sure to note which email is the Primary, or the main email, to be used for email communications.
•Phone Number(s): Click Add Phone Number to enter phone numbers. The first column has a dropdown that includes several phone type choices. Enter the phone number. The fields will remain active as you move along to other fields or to the Move Information tab. It will be saved when Save is clicked, whether on that tab or if clicked over to Move Information.
If needed, use red icon 
to delete 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.
Figure 112: Last Name/Company Name and Branch is the only required field within Customer Contact; however, more information is a better practice.
Continue to the right side of Order Information to the ORDER DETAILS section.
3. From ORDER INFORMATION > ORDER DETAILS, enter:
•Branch: Enter the Branch, which is mandatory as denoted by the red asterisk. The Branch must be entered as the Branch determines the options available in the fields. Once the Branch is defined, the remaining fields will be available.
•Optional: Assign yourself to a role. If you would like the order to appear on your Orders 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 MSWeb Orders List on her MSWeb Homepage.
•Mark order as a lead: 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 until the lead is Booked and it becomes Order.)
•If it is a foreign order, check the box for Foreign Order to capture this information for searches and certain reports in MoversSuite.
Figure 113: Detail of Order Information
4. To proceed to the MOVE INFORMATION tab by clicking the MOVE INFORMATION header or click the blue Next button at the bottom of the screen. MOVE INFORMATION now as the underline and that is the information on the screen (Figure 114).
•From MOVE INFORMATION > MOVE FROM section, enter the Location Type and Address.
•From MOVE INFORMATION > MOVE TO section, enter the Location Type and Address.
For both sections, the “Use Preset” button will have address options available if using an Account Profile that has Preset Addresses set within Account Profile Setup.
Figure 114: Move Information card
Scrolling down the page offers the ability to enter an Extra Stop (Figure 115. It is also possible to enter this information later from Navigation Menu > Order Information > Move Information > New Section > Locations tile. See MSWeb Locations and MSWeb New Section for details.
Figure 115: Move Information tab > Extra Stop
5. Click Save at the bottom of the screen.
Once the entry is saved, if you had entered yourself in one of the roles, this Lead would appear on your Order List on your Homepage. After being saved, the lead is also searchable in the MSWeb Quick Find using the phone number, partial Last Name/Company Name or First Name regardless of whether you are assigned a role on the order or not, as in Figure 116. Leads are indicated when using the Quick Find.
Figure 116: Quick Find
This Creating a Lead using Best Practices will create a MSWeb Order Story. It will not create an Order Number yet as the order is not booked. When the time comes to create an order from a lead, use MSWeb Order Best Practice or MSWeb Order Quick Start.
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