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.