how to convert a prospect to a client

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;

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

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

Hi Kevin,

Looks like you are in the right place!

It also shouldn't matter that you are using the "View As" function to login as someone else.

Could I ask if you could try zooming out a bit further on your browser? What % are you currently viewing it on?

Thanks!

I'm at 100%. zoomed in and out and couldn't see it.

I logged in with my Admin account and was able to do. Not sure what restriction would not allow him to do it. Ill look into it.

Thanks, Kevin