Convert Lead
Explanation
This activity is used to convert a lead to a prospect, end customer or a
customer.
Prerequisites
This activity has no prerequisites.
System Effects
When you convert the lead to customer, the lead record will be deleted.
Window
Business Lead
Related Window Descriptions
Business Lead
Procedure
- Open the Business Lead window.
- Query for a lead record.
- Right-click and select Convert Lead to open the
Convert Lead
dialog box.
- You can enter the identification number of the new customer record to be
created. If you keep the field empty then the new customer ID will be
generated automatically.
- Optionally, you can change the customer name.
- Optionally, you can enter/change value for the Association No
field.
Note: This number is optional and is only required by certain
countries.
- Select the customer category from the Category list.
Optionally, if you are converting the lead to a prospect or a customer, you
can use a template customer.
- Select the template customer ID from the List of Values.
- If you want to overwrite the market on the business lead from-template, select
the company from the List of Values for the Company field and then select
Overwrite Order Related Data check box.
- If you want to copy address related information from template, select
the Transfer Address Related Info from Template check box. This will
copy information such as delivery tax, document tax, order address
information and supply chain matrix for customer to the customer’s default
delivery address from the template.