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Converting a Prospect to a Customer

Paige Freeman
  • Updated

When a prospect is entered in the database, at some point, you may want to turn that prospect into a customer with all the same information that exists in the prospect record.

To convert a prospect into a customer:

  1. From the Prospect Summary, select Convert to Customer from the Actions menu at the top of the page.
  2. If the CUS ONLINE_DUP_CUST_CHECK application parameter is set to "Y", the system will attempt to find a potential duplicate customer match. If a potential duplicate customer is found, the Potential Duplicate Constituent window displays.
  3. Perform one of the following:
    1. Click Save to disregard the potential duplicates and convert the prospect into a customer.
    2. Click Cancel to not convert the prospect into a customer.