If a Lead becomes a customer, does the data transfer to the customer record?

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• How to Convert a Lead to a Customer?

  Converting a Lead to a Customer has never been easier, go to: Menu > Directory > Leads > Select a lead > Contact Tab > Action Button > Select from Dropdown Convert to Customer

• How do I convert a Lead to a Customer?

  To convert a Lead to a Customer, go to the Leads module and on the right hand corner, you will find the three dots next to the Lead in question. Click on the three dots and select Convert to Customer.

• How do I create an Estimate from the Lead record?

  To Create an Estimate from the Lead record, go to the Menu and choose Directory. From here, go to the Leads section which is a button on the top right in the Directory module. Once in the Leads section, open the Lead from which an Estimate needs to ...

• How do you delete a customer record?

  You can archive this Item in case it is needed in the future. But If you really must delete a Customer Record, go to: Menu > Directory > Customers > Select the Customer > Contact Tab > Scroll down to Action Button > Click to Delete.

• How do I delete a Customer record?

  To delete a Customer or any Directory record, go the Menu and choose Directory. Once here on the top right, there should be a Customers button that you can select to just view the Customers in the list view. Choose the Customer you wish to delete and ...