The procedure below describes how you can convert prospects into customers.
Prosedyre
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In the Associates table you can call up the prospect that you want to convert
into a customer.
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Type the + (plus) symbol in the Customer number field so that the prospect is
allocated the next free customer number.
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Klikk på Lagre (Ctrl+S).
Resultater
The prospect has now been converted into a customer and you can manage the customer
information in the Base Data/Customers standard layout.
Neste oppgave
Merk: If you have entered the prospect with, for example, an own information category,
you must remember to remove/change this when allocating a customer number.