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? |