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FAQ | you ask. we answer.


Q:How do I move a contact from my lead list to my vendor list?
A:While in the contact's information screen, change the "Status" of the contact to "Current" and the "Type" to something other then "Client/Lead". The contact will then appear on your vendor list instead of your leads 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 customer list?
Q:What are the different types of leads?
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