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 Order List or Quick Find, click on the lead (Figure 140). This will take you to the Order Story.
2. From the Order Story, click Book Order (Figure 141).
3. From Book Order Information, ensure all mandatory fields are entered (Figure 142).
4. Choose correct answer to Order Number starts from – either This Year or Next Year.
5. Click Save.
Figure 140: Quick Start from Lead Step 1
Figure 141: Quick Start from Lead Step 2
Figure 142: Quick Start from Lead Step 3 - 5