Converting a Prospect to a Customer

The following will guide you through the process of converting a prospect to a customer from within your customer database.

STEP 1
Under 'CRM,' select 'Customers.'
 
STEP 2
Then hit the plus button to add a new customer
STEP 3
Select the Prospect option to choose from you list of prospects

 

STEP 4
Hightlight the prospect you want to convert and click the green check on the bottom left corner.

Image

STEP 5
Click the checkmark to confirm this is the correct Prospect                                                                                                                                  
STEP 6
The prospect will now be added to your Customer Database