How do I convert contact to a customer?

Updated on July 17, 2017 11:41pm by Admin

What you need to know when you convert contacts into customers

  • Converting a contact to customer allows you to edit and update records in the customers apps.
  • However, when you convert a contact, the original record will remain intact and is accessible from Contacts App.
  • A copy of contact information appears in Customers App and created as a new customer. This is because, to create customer with the same contact information, you can make use of this conversion feature.
  • Please note that you can edit the customer record only in the Customers App while you will not be ableto make changes in Contacts App.
Steps to convert contact to customer
  1. Log in and access Contacts App from your universal navigation menu bar. 
  2. Create a new contact or select an existing contact to be converted.
    Convert To Customer
  3. Click on “Convert” drop down menu. 
  4. Choose “Customer” option to convert. 
  5. In customer creation page (Customers App), fill in the following details:
    Create Customer

    Customer Field

    Description

    Pre populated from Contact?

    Name

    Name of the customer.

    Yes

    Customer#

    This is an auto generated or manually entered number to identify customer.

    No

    Category

    Select a category from predefined list.

    No

    Sales Rep

    Name of an Employee.

    Yes

    Skype

    Skype id of customer.

    No

    Email

    Email address of customer.

    Yes

    Phone

    Phone number of the customer.

    Yes

    Mobile

    Mobile number of customer.

    Yes

    Fax

    Fax number of the customer.

    No

    Territory

    Territory of the customer.

    Yes

    Market

    Market of the customer.

    Yes

    Segment

    Segment of the customer.

    Yes

    • Additional information are primary details of the customer.
    • Address Information includes billing and shipping address of customer.
    • Description – A short summary about customer.
  6. Click on “Create” button to complete.
  7. The customer information will be found seen. 

The contact that was the source for this customer will be automatically associated to this customer.
Contact Association

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