Tips and Tricks

Account Workflow

Wednesday, February 22, 2017

Client accounts in ChannelOnline are divided into Lead, Prospect, Customer (default), Partner, Vendor, and Generic (or Other). These accounts can be upgraded (converted) from Lead to Prospect to Customer etc. as they grow, develop, and mature to a source of revenue.

The process is easy. To migrate a lead to a customer, for example, go to the account view page. In the Account Actions section, select the "Convert Account Type" link. In the Convert Account lightbox, choose the type of account you wish to convert the lead into, in this case "Customer", and click the “Ok” button.

All related information associated to the lead/prospect will be populated to the new designation. Keep in mind that only Prospects and Customers are eligible for quote and proposal creation.

Account Workflow