Step 1. Click on any lead it will open detail screen here you can make changes in lead.

Step 2. User click the "Convert to Customer" button then it will open new screen to show the customer information.

1. Customer Name: User will update the Customer Name in this column.

2. Industry: User will select the Industry Name in this column.

3. Service: User will select the Services in this column.

4. Billing Street Address: User will enter the Billing Street Address in this column.

5. City: In this field enter the city name of the customer’s office.

6. ZipCode: Zip Code is based on area and location enter the zip code of the customer’s location in this field.

7. State/Province: In this field enter the state province info of your customer.

8. Country: Users will enter country name of the contact in this field.

9. Phone: User will enter the Phone Number in this column.

10. Fax: Not every person uses fax now but if its available enter its number in this field.

11. Primary SIC: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.

12. Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.

13. Corporate Employee Size: Number of employee in company.

14. Year Established: Year of established of lead.

15. Twitter: User will enter the twitter id in this column.

16. Linked In: User will enter the linked in control in this column. 

17. FaceBook: User will enter the facebook id in this column.

18. Google Plus: User will enter the google plus account in this column.

19. First Name: User will enter the first name in this column.

20. Last Name: User will enter the last name in this column.

21. Mobile: User will enter the phone in this column.

22. Email: User will enter the email in this column.

23. Same as above: Check box "Same as above" will copy your customer data.

24. Address Name: User will enter the Address Name in this column.

25. Street Address: User enter the Street Address in this column.

26. City: User enter the City Name in this column.

27. ZipCode: User enter the Zip Code in this column.

28. State: User enter the State Name in this column.

29. Country: User enter the Country Name in this column.

30. Phone: In Phone field enter landline or mobile of the contact of your contact.

31. Fax: User enter the Fax Number in this column.

32. First Name: User enter the First Name in this column.

33. Last Name: User enter the Last Name in this column.

34. Email Address: User enter the Email Address in this column.

35. Opening Balance: This field will show you how much balance is left of that customer.

36. Opening Balance as of: User will select the date in this column.

37. Payment Method: You can choose customer payment method from this field it can be Cash, Check or Credit Card.

38. Payment Term: his field is for deciding the payment term three options are available Net0, Net15, Net30. Net0 = Payment on time, Net15= Payment in fifteen days, Net30 = Payment in thirty days.

39. Sales Tax Code: User will select the Sales tax code in this column.

40. Credit Limit: From this field you can decide how much credit a customer can take. Each customer can have different credit options.

41. Customer type: In this field users will select type of customer you can manually enter options from Home----->Setup----->Customer Type and then select it in this field.

42. Sales Rep: Users will select sales representative who will be dealing with this customer you will only see drop down list with names to enter names go to  Home ------>Setup------>Sales Rep and enter names of those persons who are your sales representatives.

43. Resale Number: In this field enter resale number of your customer.

44. Date Time Created: This field will be automatically generated by the system it will display date and time of the record being entered.

45. Date Time Modified: This filed will show date and time when data was last modifed.

46. Is Active: This field will display only two options in drop down list True & False. If your customer is active and still doing business with you then select True Otherwise False.

47. Is Customer onHold: User select the "Yes or No" option then it will show the Customer on hold or nor.

48. Save: Users will click Save at the end when all details have been entered.

49. Save & Continue: If you click "Save & Continue", then is will redirect to create screen after saving record.