Merge Lead to Customer

[About Business Lead]

[To Sales Lead Management] [To Business Opportunity Management] [To Marketing Campaign Management] [To Account and Business Activity Management]

Usage

Use this form to merge a business lead to a customer. You can merge more than one record in one attempt. You can also decide whether to copy addresses, contacts, activities, representatives and business mails to the customer record.
Note: Upon completing the merge process, all business lead records selected for the merge process are deleted.

Activity Diagrams

Manage Business Lead

Activities

Merge Lead to Customer