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.

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