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A prospect can now be considered as a full-fledged client. How do I move her/him to the client list ?

In order to "promote" a prospect as a client, display the pop-up window on which her/his general information can be edited, as described in How can I modify a prospect's general information ? above : at the bottom of this window, a Image z_Migrate as client button is available to achieve this promoting.


next up previous
Next: A : Customer Support Up: A : General Tools Previous: How do I get