how to convert a prospect to a client

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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  • Hi David, 

    Sorry for the late reply.

    I've attached screenshots in the order that I tried to do this.

    I first searched for customer lumenpulse. It returns the prospect and a created customer.

    I clicked on the Prospect.

    I clicked on edit prospect, and got this.

    I think I might not going to the right screen to begin with. Not sure if this makes a diference or not but I am logging in as viewing as someone else.

    Thanks,Kevin

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