Turning a prospect into a customer
A prospect can be automatically turned into a customer when turning the opportunity into an order. But it can also be done through the following function.
In case of customer's manual numbering, the user will be asked to define the customer code when turning the prospect into a customer. Otherwise, the customer will share the same code as the prospect.
Transfering a prospect to a prospect or a customer
A new customer/prospect record sheet is created: the call name refers to the target customer/prospect's name and the content refers to the prospect's content that has been transferred.