How do I….?

Convert a Lead into an Account?

Use the sidebar option ‘Convert To Account’ when viewing the Lead - this will require the entry of an account number. Once converted the Sales or Purchase Ledger details can be set up by going to the appropriate main menu option:

  • Accounts -> Purchase Ledger -> View Suppliers -> Add Supplier
  • Accounts -> Sales Ledger -> Customers -> Add Customers

Use the main menu option: Accounts -> People

Use the search option by company and and click the Search button. This list can be printed, emailed or exported by clicking on the Output button.