Create an order from a lead that already has been entered into MoversSuite utilizing the Quick Start method to essentially just “get the order into the system.”
1. From Homepage Orders List or Quick Find, click on the lead (Figure 123). This will take you to the Order Story.
2. From the Order Story, click Book Order (Figure 124).
3. From Book Order Information, ensure all mandatory fields are entered (Figure 125).
4. Choose correct answer to Order Number starts from – either This Year or Next Year.
5. Click Save.
Figure 123: Quick Start from Lead Step 1
Figure 124: Quick Start from Lead Step 2
Figure 125: Quick Start from Lead Step 3 - 5