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Converting Prospects

When you click the Process button, the program will convert the Prospect to a Customer. You will receive a message that asks if you want to delete the prospect upon conversion.

 

After you convert the Prospect to a Customer a message will appear informing you when the process is complete.  The message box will also display the new Customer number and ask if you want to view the new Customer.  Click 'Yes' to close the current Prospect form and open the Customer Form, or 'No' to remain on the current Prospect.

 


Related Topics

Prospects

Adding Prospects

Customers