Saturday, April 27, 2019

Select Customer as the Other Relationship of a Vendor record > A Lead record is created

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.

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