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| Note |
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You might want to check if the company (or person) does not exist already in the system before you create a lead by doing a search |
Saving the company (or person) will give a search code (unless you defined one) and a card number
Once the company or person details have been added then they will populate to the lead form
Enter the required details and save
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- 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 sales rep and the activating user
| Note |
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Status changes are logged on the Debtors form, Orders/Audit tab Only users with the Secure Feature "Can Maintain Debtor Terms" can convert a lead to a debtor Email Template sent is Usage Context: Debtor, System Usage: Approved |
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