How do I convert a prospect into a customer?
From Catalyst
Contents
Summary
The following article explains how to convert a prospect into an account.
More Information
In Platinum, sales prospect information (name, address and telephone number etc) is stored against a prospect code. Contact details, interests and other relevant information are then stored against this for reference. In order for you to raise invoices the prospect must be converted into an account first.
Converting from the prospect
Go to " Sales Prospecting Add or Edit Prospects".
- In the "Search on" field, type part of the name you wish to search for (e.g. 'Bloggs' for 'Mr Joe Bloggs').
- You will then be shown a list of customers with 'Bloggs' in the name.
- Select the prospect you wish to convert and click [Edit].
- Click the [Sales Account] tab and select the "Account" field.
- Press <Alt+F1> to create a customer account. This will automatically create the account code and fill in all the available details.
 | This will link the prospect and the account together so that any changes made to either the prospect name and address or the account name and address will automatically update the other record. |
- Complete any extra information you may have about the customer, such as the Country or Account Group if applicable.
- Click [Done] and [Accept] to save the account information.
Creating from the Customer Search
It is possible to create the customer from prospect details whilst you are searching for an account. See here.
See also
