Convert Prospects to Client
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.