Follow up Sales Lead

We've added a new option for creating FOLLOW-UP Sales Leads directly from an order in SMCP. The thought for this process was that for certain orders such as scheduled maintenance it makes sense to be able to directly tie a new sales lead (or a follow up) to the previously standing order.  Also this would be used when a service call generates the need to quote additional repairs or replacement

A link has been added to the Edit and View Order Information screens to create a follow up sales lead. This button will create a sales lead FROM the order and will be linked directly to that order.

(New Layout of Display Order/Quote Information)

(New Layout for Edit Order)

At the bottom of the view order information screen you can see the follow up sales leads that have been created from that specific order, also on the sales lead you can now see the order number that the lead was created from. 

(Follow Up Sales Lead from Display Order/Quote Information)