Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

1. From CRM module, click Leads. Leads screen will appear. (If there are no existing Lead, New Lead entity screen will appear)

2. Open Lead you want to convert into a Prospect.

Image RemovedImage Added

3. To convert the lead, click Convert button.

Image RemovedImage Added

4. Click Yes to proceed.

...