Transfer Prospect

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Transfer Prospect

This wizard-driven screen will turn your Prospect into a customer account. The wizard screens will request the required information to create a valid new customer record. Once the customer account is created, you can review and make changes within Pastel as required.

 

Confirm this is the correct Prospect record to tranfser

Confirm this is the correct Prospect record to tranfser

 
The suggested customer account will be displayed, set the processing methods

The suggested customer account will be displayed, set the processing methods
Select the Documents and Statement printing methods

Select the Documents and Statement printing methods

 
Enter the Customer Terms, pricing and interest details

Enter the Customer Terms, pricing and interest details
Once you have made your selections press the [Finish] button to transfer the Prospect in to a Pastel Customer Account

Once you have made your selections press the [Finish] button to transfer the Prospect in to a Pastel Customer Account