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sales-i Answers & Best Practices how to convert a prospect to a client

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how to convert a prospect to a client

Kevin Rankin 4 days ago

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

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0 Kevin Rankin 4 days ago

I just found it in the book.

Thanks,Kevin
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0 Kevin Rankin 4 days ago in reply to Kevin Rankin

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
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0 Kevin Rankin 4 days ago in reply to Kevin Rankin

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
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