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How To Create New Work Orders Based on Leads?
How To Create New Work Orders Based on Leads?

Learn how to create a new customer work order in Orderry

Alex avatar
Written by Alex
Updated over 6 months ago

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.

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