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If an order is placed by a lead - the order goes on hold. The debtor can then be reviewed by accounts before the order is released.
You can enforce an approval process with minimum data collected before a lead can become a customer
How is a lead different to a customer?
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As you can see from the above a lead is related to a customer - so you will see many of the same fields.
Mass upload of leads
Creating a Lead in the system
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- Phone
- Website
- Any Organisation that is flagged as a Lead Source
Note Turn on the "Provides Leads" flag on Debtor and Creditor on your Host Company
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