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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:
- From the Lead Action drop-down click on ‘Create Customer‘ or ‘Create Prospect’.
- A new Customer Document will display with information inherited from the Lead.
- Simply complete the missing Customer details.
- Select ‘Save‘.
The converted Lead will still exist, residing in the Customer or Prospects List of Leads.