Create a New Caller for an Account from the New Order Page

You can easily create a new caller while placing an order by following these steps:

1) Enter the Account Number

Once you type in the Account number, a "Create a new caller" link will appear just below the account name.

2) Add Caller Details

Click the link and enter the following information:

• Name (required)

• Email (optional)

• Phone Number (optional)

• Note (optional)

Once completed, click Continue to save the new caller and proceed with the order.