Create Lead

In CargoEZ, you can create leads by:

1. Navigate to the Leads in the Side bar.

2. Click on the designated button located in the top right corner to access the New Lead Window.

3. In the New Lead Window enter relevant lead details within the provided fields. (Refer to Table)

4. Click the Create button to save the information to create the lead within CargoEZ.

Routing

1. The process of creating leads changes according to the Service Type.

2. The fields involved in the lead creation process are tailored to the Mode of Transport.

Commodity

1. In the commodity section, the items being transported vary depending on the mode of transport. For sea shipments, items are identified as marks and containers, while for air and other modes of transport, items are classified as handling units.

Parties

1. In this stage, it is essential to provide information for the following mandatory fields:

   • Billing Party: The entity responsible for paying the bills.

   • You can add contacts at this stage by simply clicking the + button; this action will direct you to the Create Contact window, where you can add the contact that will serve as the billing party.