Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.

  1. Create a lead/prospect record.
  2. Create an estimate using the lead/prospect created.
  3. Click on the sales order/invoice/cash sale button.
  4. The lead/prospect is converted into customer.
RecordTransaction PerformedClick on the ButtonConverted into
LeadEstimateSales OrderCustomer
LeadEstimateInvoiceCustomer
LeadEstimateCash SaleCustomer
ProspectEstimateSales OrderCustomer
ProspectEstimateInvoiceCustomer
ProspectEstimateCash SaleCustomer

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