Debtor Functions Dropdown
Functions Dropdown
This dropdown defines actions against a Debtor or Customer
| Create Sales Lead | |
| Alerts | |
| Target | |
| Time Logging Budget | |
| Contracts | |
| View Recurring Transactions | |
| Mobile Sync Activate All | |
| Mobile Sync Deactivate All | |
| Change to Prospect | |
| Change to Opportunity | |
| Update Debtors |
Create Sales Lead
Allows you to easily create a sales lead from a debtor or customer screen if they want more business or services without having to recapture all information that already exisit within the system.
Debtors /module> CustomerConfiguration>Debtors setupSetup Extras> MenuCreate Sales leads
When this Function is Selected
It will turn add debtor under sales leads
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When you click yes it will take you directly to the created sales Lead