: :  Modifying a Prospect

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.

  1. Go to Edit > Convert this prospect into a customer.

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

  1. Go to Edit > Transfer a prospect to a prospect or a customer.
  2. In the window that displays, select the customer or (target) prospect.

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.