Lead 2 Vendor (Advanced) User Guide - OscilloSoft

Lead 2 Vendor (Advanced) User Guide

Overview

This is a handy guide on how to convert a sample “Lead” to “Vendor” using Oscillosoft’s Lead 2 Vendor (Advanced) extension.

Converting a Lead to a Vendor

Select a desired Lead for conversion

 

Click “Convert to Vendor” from the drop down menu located at the top right corner


Select existing Vendor and Contact, or create new a Vendor and Contact

 

Select where Activities, Notes and Attachments should be moved to


Click on the Field Mapping tab and map your desired field values from Leads to Vendors or Contacts

 

Scroll down and click Save


Finally navigate to the conversion tab and click the Convert button to complete the process


Conclusion

Congratulations, you have converted a lead to a vendor. Hope this guide has helped you understand how this extension works and assist you in business processes.

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