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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…
NSC | Identify How Many Leads and Prospect Are Converted to Customer
Scenario The user wants to know how many leads and prospects are converted to customers within this month. To create a Customer Saved Search, navigate to Lists > Search > Saved Search > New > Select Customer. Enter the following fields in the Criteria tab. In the Results tab, you can more fields that you want to include in…

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