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Once the company or person details have been added then they will populate to the lead form
Creating a Lead
Leads are created in a different Screen. Add a New Person or Company to the system depending on your lead.
Activating a Lead as a Debtor
Activating a lead (via the Status menu):
Enter the required details and save
Orders entered for Leads
An order indicates that the lead is about to become a customer. Customers need to be reviewed before orders are shipped to them.
Leads have Stop Supply - an order can be entered - but cannot be released to a lead.
For the Order to be removed from hold - the lead must be converted to a Debtor.
Converting a Lead to a Debtor
Activate the lead via the Status menu
- Sets status to OK
- Sets Stop Supply off
- Sets terms to COD
- Unholds any held orders
- Sends an email to the new debtor, copied to the activating user
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