Brief: I am working on a screen where a Sales Manager creates a new Customer Activation Form(business to business). He selects few criteria before creating the form. Based on his selections the form is generated. The Sales manager can either fill the form himself or he can choose to send it to the customer to fill the same. It is a very long form, users can save the form in draft and can continue editing for 4-5days before submitting. Once the form is filled, submitted and then accepted by stakeholders, the customer is actually created in the system.
Problem: This is how I created the criteria selection page:
My client feels that "Create and fill" will be confusing for Sales Managers. They suggested "Create Form" or "Create new form" or "Start New Form" instead of "Create and Fill".
My Views on the term 'Create Form' and "Create New Form: I don't think this make sense. The form is created no matter what the Sales Manager choose, what matters is wether he choose to fill himself or send it over to the customer
My Views on the term 'Start New form': I don't get this at all, am I missing something? Is this a race? Why start, something that starts has an end. When does the user ends the form, while submitting?
Please let me know what will be the best terminology:"Create and fill" or "Create Form" or "Create New Form" or "Start New Form". New suggestions are welcome.