CRM - Convert to Customer
You can use Prospect records to record information about prospective Customers but once a Prospect has agreed to a contract with you, you must convert them to a Customer record before you can post invoices to their account.
Note: The conversion process cannot be reversed, except by restoring from back-up.
The Convert Prospect to Customer function on the CRM Control toolbar enables you to convert any Prospect to a Customer.
The hot key for this option is Ctrl + Shift +V.
To convert a Prospect to a Customer:
On the CRM Control list window, locate the Prospect record that you wish to convert.
Select the record by highlighting it and click the function on the toolbar. You will be asked to confirm that you wish to continue.
The Convert Prospect To Customer window opens to enable you to change the existing Code before the record is converted.
If you are following a particular style for Customer and Prospect Codes then its advisable to change the Code to match the Customer standards.
Click OK to convert the record.
If the Prospect Code is changed, any transactions (such as Estimates) will be updated.
The Prospect record will be converted and saved as a Customer record.
Customer Code
The Code for the converted Customer record will depend on following System settings for the Sales Ledger:
Automatic customer code numbers
Automatic prospect code numbers
Same sequence as customers
These option are found on the Sales Ledger Options window.
On conversion:
If the first option is not selected, the Customer Code will be the same as the Prospect Code and you will be able to change the code.
If the first option is selected, then a Customer Code will be generated and cannot be changed.
The automatic Prospect code only comes into effect if the 'Same sequence as customers' option is also selected.