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Create a Prospect/Customer from a Lead

A stand-alone lead does not have a Customer associated with it.

A new Customer or Prospect can be created from the Lead. The Lead will then be automatically attached to the new Prospect/Customer.

To understand the difference between a Lead, Prospect and Customer, see Leads, Prospects and Customers.

How to create a new customer/prospect from a Lead:

view-lead

  1. From the Lead Action drop-down click on ‘Create Customer‘ or ‘Create Prospect’.
  2. A new Customer Document will display with information inherited  from the Lead.
  3. Simply complete the missing Customer details.
  4. Select ‘Save‘.

NOTE:
The converted Lead will still exist, residing in the Customer or Prospects List of Leads.