Manually Convert Prospect to a Customer Without Creating Sales Order
Published on
February 19th, 2024
Scenario
Converting of Prospect record to Customer record without generating Sales Order.
Solution
1. Go toList>Relationships>Prospects
2.Prospect Record:ClickEdit
3.Status:SelectCustomer-Won(or same status as indicated)
4. ClickSave
Note:This is only applicable on existing Prospect Record and not when creating a new one.