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Restrict the creation of a Customer until a sale is made

edited Nov 22, 2019 10:27AM in CRM 3 comments

Currently our Sales Reps can create a customer and select the status as "Customer" we want our reps to only add them as a prospect or lead, when a purchaes is made the System turns them into a customer.

We noticed that when we create a lead or prospect, then place an order that lead or prospects automoticly turns into a customer, GREAT!

QUESTION: how to I remove the ability for our Sales Reps to add someone as a customer when no sales order/sale has been placed?

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