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14.24 How to Manage your Contacts

Apr/1/2007



Turning a Lead into a Customer is done through the Advances Search tool on the left side on the main Leads window. There are three tabs at the top of the Advanced Search Tool. Choose the Tools Tab.

From there you will see three choices in the menu; Mail Merge, Mass Email and Move/Copy wizard. Choose the Move/Copy wizard.

A window will open for you to specify the categories, statuses and details of where you are moving the file to. You will notice that the Search results for this Lead are listed on the left of the screen and the lead screen that we currently have open is checked.

Simply specify the details of changing a Lead into a Customer, Save your changes and your lead will then show up in your Customers list.

 


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