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Customer to Prospect
Hi All, When we create a sales order based on a prospect record, The prospect will be automatically converted to the customer record. But if we cancel the sales order or if the sales order got deleted still, it shows as a customer stage and does not revert back to the prospect stage. Is this the standard behaviour? Is…
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How to Create Costumer from Opportunity form?
Hello Guru's, When selecting 'New' or clicking on the '+' button in het 'Customer' or 'Company' field of an Opportunity results in creating a Prospect record. Is there a possibility to force these actions to create a Customer record? What I found on SuiteAnswers is to create a workaround using a Workflow:…
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Leads to Prospects
Is there a simple way to report the Lead to Prospect conversion?