Accessing the Convert Function;-

Click on 'Prospect Bank' under the 'Prospect' tab.
Select the Prospect record.
Click on the 'Convert button'.

Completing Mandatory Fields;-

If from the page above a client match is found, selecting to 'Merge' a prospect and client record will trigger this screen to merge each field.

Unallocated Fields;-

Merging Prospect and Client Data;-

If from the page above a client match is found, selecting to 'Merge' a prospect and client record will trigger this screen to merge each field.

Merging Prospect and Client Data

Note

If the mandatory questions are pre-completed in the prospect overview, and there are no matching client files, the 'Convert Prospect' function will jump to the end result.

Service Desk

Convert Prospects to Client

Analytics

Accessing the Convert Function;-

Completing Mandatory Fields;-

Unallocated Fields;-

Merging Prospect and Client Data;-

Merging Prospect and Client Data

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