Leads are established in MoversSuite either through New > Lead from an open order or through Go To > Move Management > Sales Leads from the application toolbar.
Figure 1: Creating a new sales lead in MoversSuite
When a lead is submitted, then MoversSuite will automatically send the record to the IGC Survey database.
Creating a new lead (estimate) to be sent to IGC for Survey
1. In MoversSuite,
2. Select Go To > Move Management > Sales Leads and the Select a Branch dialog will appear,
3. Select the Branch To Use to create the estimate under,
4. Press OK and the Sales Lead Information screen will appear,
Figure 2: Sales Lead Information screen
5. Select an Account Profile from the available list (if enabled) to base the new record’s settings on those defined for a particular customer account (see Account Profile for more information),
6. Select a Salesperson from the available list,
Important: If the OA Surveyor is not defined for the lead (set through the Agents tab or by the Account Profile selection), then the Salesperson must match a user defined in the User Control table within the IGC Interstate database. If the OA Surveyor or Salesperson are not set for the lead, then the user that created the lead (Created By field) will need to be defined in the IGC Interstate database.
7. Select a Lead Source from the available list,
8. Enter a Last Name for the shipper or as a company name,
9. Select a Lead/Commodity Type from the available list,
10. Fill-in other data as needed. Refer to the IGC Quickmove to Moversuite Data Mapping for a listing of the data that is sent to IGC from MoversSuite,
11. Press Save to commit the lead to MoversSuite as an estimate and the IGC Database To Use dialog will appear,
Figure 3: IGC Database To Use selector window
12. Select a branch from those listed in the Choose the Branch Performing the Survey option. The branch selected must be defined within IGC Setup (see IGC Setup for IGC Software Integration for more information) and will be referenced throughout the lead integration,
13. Select either the Local or Interstate for the IGC Database To Use that will store the lead record. The database specification are defined within the IGC Setup for IGC Software Integration section,
14. Press OK to send the estimate record to IGC QuickMove. When the lead has been successfully created and sent to IGC, a confirmation dialog will appear that displays the new estimate number,
Figure 4: Estimate sent to IGC for Survey confirmation dialog
15. Press OK to close the dialog and to direct MoversSuite to the opened estimate record.
Changes made to the estimate can be resent to IGC by executing the MoversSuite > Send to IGC for Survey option. Selecting this option will update IGC with recent changes made to the estimate.
Figure 5: MoversSuite > Tools > Send to IGC for Survey
The results of the survey performed in IGC QuickMove can be imported back into MoversSuite. Refer to the Importing an estimate from IGC QuickMove section.
Note: Leads in IGC will automatically be updated with the booking status and data changes made once the booked as a MoversSuite order.
Manually sending a lead to IGC for Survey
In addition to the automated function of sending a lead to IGC when a lead is created, the Send to IGC for Survey option can also be used to manually send records to IGC. From an opened estimate record in MoversSuite, select the Tools > Send to IGC for Survey option and the application will send the record to IGC. If the record has not yet been sent to IGC, then the IGC Database To Use dialog will appear (see the process above), otherwise a confirmation will appear.