How Do I Customize Conversion in Contacts App?

Updated on August 30, 2017 11:29PM by Admin

Contacts app allows you to convert your Contacts to Leads and Customers using conversion feature. When your contact becomes a lead or a lead becomes customer, you need to convert the concerned contact in to a lead or customer. The following steps allows you convert a contact into either a lead or customer.

Steps to Customize Conversion

  1. Log in and access Contacts App from your universal navigation menu bar.
    image result for conversion in  contacts
  2. Click on “More” icon and select “Settings located at the app header bar.
    image result for conversion in contacts
  3. Select "Contacts" drop down. Click on “Conversion” from left navigation panel.
  4. Conversion feature allows contacts to be converted into:
  5. By default, "ON" status is available, that allows conversion, if you switch "OFF" it restricts conversion.
  6. All your changes will be automatically updated.

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