1. Edit a Vendor record.
2. Go to Relationships tab > Other Relationships field.
3. Click the plus icon and select Customer on the Other Relationships popup window.
4. Hit Save.
Result: A Lead record will be created instead of a Customer record.
Users have two options to be able to convert the Lead record to a Customer record:
1. Manually edit the Lead record and change Lead Status to "CUSTOMER- Closed Won".
2. Create a sales transaction for this Lead. It could be a sales order, invoice or cash sale. Once the transaction has been saved, it will be automatically converted to a Customer record.