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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