Affordable Inventory and Order Management Software, which includes a B2B self-service portal with order capture management.

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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:


  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‘.

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