The Customers App of Apptivo enables users to set their own criteria to convert a customer. When the customer matches the condition mentioned, then the convert button will appear in the overview page of the customer.
- In the Customers App of Apptivo, select Settings from the App Header.
- Select Security → Actions from the left navigation panel of the Settings page.
- The Convert action is listed in the Objects category. You can set your own criteria to access the action. If the criteria match in the customer profile, the action will appear.
- Enable the toggle to set your own criteria for displaying the action.
- Select the set criteria button to set the condition for the convert button to be visible.
- Here, the condition is set to display the button only when the Category is not empty.
- On clicking update, the changes are saved.
- When the category is empty, the convert button will not appear in the customer profile.
- When the category is not empty, the convert button will appear in the customer profile.
