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

  1. Create a lead/prospect record.
  2. Create an opportunity 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
LeadOpportunitySales OrderCustomer
LeadOpportunityInvoiceCustomer
LeadOpportunityCash SaleCustomer
ProspectOpportunitySales OrderCustomer
ProspectOpportunityInvoiceCustomer
ProspectOpportunityCash SaleCustomer

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