Note: This feature is available for the Startup user subscription plan or higher.
Step 1: Go to Leads.
Step 2: Select a Lead profile and have its status changed to Successful Work Order. You may also use another custom status that triggers a new Work Order creation.
Step 3: Complete details and click Create or Create and open.
Eventually, the Work Order profile and Lead profile become interconnected, giving you short-cut access to quickly shift between the counterparts.
You can learn more about other ways to create an order in this article.