When you create a prospect and the prospect later becomes a customer, is there a way to merge the info from the prospect to the customer, such as contacts.
Thanks, Kevin
When you create a prospect and the prospect later becomes a customer, is there a way to merge the info from the prospect to the customer, such as contacts.
Thanks, Kevin
I just found it in the book.
Thanks,Kevin
found it in the book but I cant see the customer account search bar to do the conversion as shown in the manual.
Thanks,Kevin