Converting address to prospect

The procedure below describes how you use the Addresses table to convert addresses into prospects.

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  1. Go to the Addresses table.
  2. Note the address(es) you want to transfer.
  3. Choose Transfer to associate from the Processing Menu. The addresses are now transferred to the Associates table. Associate numbers are allocated and the new associates are created as prospects, as they have neither a customer number, supplier number, employee number nor contact number.
    Merk: It will be checked whether the associate exists in the Associates table already by checking the organisation number.

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