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
first port of call would be to have the customer zoom out of his webpage - The page size for this is not dynamic, so I have attached 2 screenshots here to show how the view can differ;
first port of call would be to have the customer zoom out of his webpage - The page size for this is not dynamic, so I have attached 2 screenshots here to show how the view can differ;