Lead 2 Vendor (Advanced) User Guide
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
Select where Activities, Notes and Attachments should be moved to
Finally navigate to
the conversion tab and click the Convert button to complete the process
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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