Method Community

Method:CRM

 

Method Community » Method:Classic » Method:Classic General Q&A » Contact to Customer

Contact to Customer

Last post 01-09-2013 10:39 AM by Method_Ashur. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next

  • 01-08-2013 4:21 PM

    Contact to Customer

    Reply Contact

    I have a contact for an existing customer and now that contact is a customer. Can you convert that contact into a customer?

    Thanks,
    Kitty

  • 01-09-2013 10:39 AM In reply to

    Re: Contact to Customer

    Answer
    Reply Contact

    Hi Kitty,

    You can convert Leads to Customers but not Contacts to Customers, so in this case you would need to create a new customer for this contact. Don't forget to remove them from the original customer if required.

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
Page 1 of 1 (2 items)