Hires

Large

Default

Tablet Portait

Handheld Landscape

Handheld Portait

FAQ | you ask. we answer.


Q:How do I move a contact from my lead list to my customer list?
A:That's easy. While in the contact information screen, change the "Status" of the contact to "Current" and make sure that the "Type" is set to "Client/Lead". The contact will then appear on your customer list instead of your lead list.
 
More questions in this section:
Q:How do I block certain users from using certain functions?
Q:How do I collect money from customers online?
Q:How do I hide menu items and features?
Q:How do I import a larger list of leads into BizManager?
Q:How do I move a contact from my lead list to my vendor list?
Q:What are the different types of leads?
Categories
General
Accounts
Policies
Troubleshooting
Billing
How To's

Can't find your answer? Contact Us