Converting a Prospect to a Customer (or Other Category Changes)

See Also

 

Do this to change a prospect to a customer or to change the category for any person.

1.

At the top of the screen, click the People tab.

2.

If the person you need isn't shown in the list, use one of the options on the left to view the appropriate list of jobs or use the search option.

3.

Double click the person to open the person's file.  

4.

Change the Category entry.