Use the Sales Lead Information screen to capture relevant sales data regarding a potential order.  Once the basics needed to establish the lead have been entered, press Save and the Order Information screen will appear in edit mode.  An Estimate Number will be generated based on branch chosen through the Select a Branch option and what is defined for the Estimate Prefix and Estimate Number in Branch Setup.

 

 

Figure 10: Sales Lead Information screen

 

Described in the table below are the fields and functions available within the Sales Lead Information screen.

 

Field

Description

Created On

Displays the date and time when the user accessed the Sales Lead Information screen.

Note:

This date does not display in MoversSuite, however it is referenced on several reports including Idle Services Report, MS Order Transactions Report, MS Transactions by Order Report, and the New Orders Report.

Created By

This field displays the name of the MoversSuite user generating the sales lead.

Account Profile

Associate a profile to the order by selecting from the list of values defined within Account Profile Management.

Salesperson

Select the name of the person responsible for the sales lead.  Salesperson is maintained within the Name, Address, Phone tab.

Note:

If a salesperson is associated to the selected profile then it will overwrite any value set for the Salesperson when an Account Profile is selected.

Lead Source

Select a source type from the list that describes how the shipper found out about the company and its services.  Lead sources are defined within Lead Type Setup.

Last Name

Enter the last name or company name of the shipper (up to 26 characters).  Last Name is accessed through the Last Name/Company Name field within the Name, Address, Phone tab.

First Name & MI

Enter the first name of the shipper (up to 16 characters).  First Name is accessed through the Name, Address, Phone tab.

Lead/Commodity Type

Assign a commodity type to the lead.  The Commodity field is accessed through the Move Information tab.

Moving From

Set the origin address and contact information as described on the Name, Address, Phone tab.

Moving To

Set the destination address and contact information as described on the Name, Address, Phone tab.

Notes

Enter the text of the note to be saved as a message with the Subject of Sales Lead and Type of Note as Lead.  This message will be visible through the Notes tab of the estimate.

 

Figure 11: Notes tab

 

Requested Dates

Set the date ranges requested by the shipper as described on the Move Information tab.

See Date Fields for data entry information.

Estimate Date

Select the date that the estimate was actually performed on.   The estimate date will appear as the Survey Date within the Agents tab.  

See Date Fields for data entry information.

Save

Press the Save button to keep changes and add the lead.

Cancel

Press Cancel to not create a lead and discard any changes entered.