Converting prospect to customer

The procedure below describes how you can convert prospects into customers.

Om denne oppgaven


  1. In the Associates table you can call up the prospect that you want to convert into a customer.
  2. Type the + (plus) symbol in the Customer number field so that the prospect is allocated the next free customer number.
  3. Klikk på Lagre (Ctrl+S).


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.

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