How do I….?
Convert a Lead into an Account?
Use the sidebar option ‘Convert To Account’ when viewing the Lead - this will require the entry of an account number. Once converted the Sales or Purchase Ledger details can be set up by going to the appropriate main menu option:
- Accounts -> Purchase Ledger -> View Suppliers -> Add Supplier
- Accounts -> Sales Ledger -> Customers -> Add Customers
Find People related to a particular customer?
Use the main menu option: Accounts -> People
Use the search option by company and and click the Search button. This list can be printed, emailed or exported by clicking on the Output button.