Create A Work Order By the Vehicle Leads' Tab

From the main menu, navigate to Vehicle lot > Vehicle Leads.

In the list of Vehicle Leads, locate the prospect for whom you want to create a work order. On the same row as the selected prospect, click the +create sale button located on the right.

A second window will open to inform you that the prospect will be converted into a customer and removed from the Vehicle Leads list. Click the YES button to confirm the conversion.

The customers' record will automatically open in the Sale tab. A work order will be created, and the customers' contact informations will be linked to it. The details of a standard sale will be added automatically. If you desire, you can add additional warranties or cleaning packages by clicking +Add: