Convert Prospects to Client

Owned by Adam Evans
Jun 13, 2017
2 min read

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.