Estamos aquí para ayudarte

How to convert a potential customer into a customer?

To convert a lead to a customer manually, you must do the following: from the Leads list, select the leads and click on More>Convert to Customer.

.

You can also convert into customers those potential customers to whom you generate an order, delivery note or invoice. The program detects that it is a potential customer and displays a message indicating that if you save the document, it goes to the Customer list.

You cannot convert a customer to a lead.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request