How to Convert a Prospect to a Contact

This article explains how to convert a Prospect linked to an Opportunity into a Contact - when the Prospect does not appear in the Contacts List.

Click on the Opportunity where the prospect needs to be converted to a contact.

The address bar link is: /?opportunities

The Opportunities page opens with the selected Opportunity. Click Convert to Contact.

The CONVERT PROSPECT form opens. Select the option as to what to convert the Prospect. Click CONVERT.

The type of contact the prospect will have in the Contacts page is explained in How to Configure Customer Contact System Behaviour. under the heading User Interface

Many Opportunities can be selected and all the Prospect be Converted into Contacts at once. On the Opportunity page, click the Multiple action menu. Then Select the Convert Prospect Icon. All the Prospects will have been converted into Contacts.


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