Available with account representative login is the option to create a lead in MoversSuite.  The New Order option will appear in a household goods search result page (Query Results) and through the Move Information page.  This option is only available for portal users that are accessing household goods orders (see the User Type setting under Customer Web Portal User Setup). 

 

Figure 24: New Order option

 

Selecting the New Order option will direct a user to the New Order screen where they can enter the basic lead data and press Submit to create the lead in MoversSuite.

 

Figure 25: New Order page

 

A confirmation message will appear once the lead has been created in MoversSuite.

 

Figure 26: Lead creation confirmation dialog

 

An email message will be sent to the email listed for the user logged into the portal, typically a coordinator assigned to the account.

 

Figure 27: Sample email generated for a new household goods order lead

 

The email message will contain the following properties:

 

Email Property

Set to the following for a new household goods order lead

From

“WebOrderEntered”

To

Email address associated to the logged in account representative as set through MoversSuite Administration (web) > User Setup > Personnel > Contact > Email field.

Subject

“A lead has been entered over the web”

Message

“A web lead has been completed for shipper last name:” followed by the MoversSuite Last Name/Company Name.

 

 

The table below lists fields set when a lead is created through the Customer Web Portal.

 

New Order Fields

Location in MoversSuite

First Name

Name, Address, Phone > First Name

Last Name

Name, Address, Phone > Last Name/Company Name

Origin Address

Name, Address, Phone > Moving From

Destination Address

Name, Address, Phone > Moving To (primary)

Origin Phone

Name, Address, Phone > Moving From > Home and Work Phone

Destination Phone

Name, Address, Phone > Moving To > Home and Work Phone

Cell Phone

Name, Address, Phone > Other Phone Information

Storage and Days

User Defined Fields > System Specific (field #5) *

Autos and Number

User Defined Fields > System Specific (field #6) *

Crates and Number

User Defined Fields > System Specific (field #7) *

W/D/I

User Defined Fields > System Specific (field #8) *

Pack Dates

Move Information > Pack Dates (in Range)

Load Dates

Move Information > Load Dates (in Range)

Delivery Dates

Move Information > Delivery Dates (in Range)

Notes

Notes (notes with a Scope of Public only)

*-User defined fields are unique to each system.  Refer to the System File Settings for Customer Web Portal for more information.

 

A note will be attached to the new lead with a type of Web Note and will be visible through the Notes tab.