Prospect to Customer Conversion
There are multiple ways of turning a prospect to a customer.
1. Jump to Window
You will find the "Make 'em a Customer" button on the "Jump To" box in the right as shown below:
Clicking on the "Make 'em a Customer" will take you to the scheduling area where you can easily convert a prospect to a customer by clicking the "Make 'em A Customer" button at the bottom.
2. Scheduling Area
Once you schedule a job to a prospect, it automatically turns into a customer! After inserting the date and job details, the "make 'em a customer" button converts into a "schedule job only" and "schedule & create invoice" button and after clicking on that, it now becomes a job to the customer.
3. Mobile App
After logging in to the App the very first thing to do is to a search.
After locating the prospect profile you can then schedule a job.
After saving the job, it will return to the profile screen which now turns into a customer!