Convert a Prospect into an Customer
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1.   Select Gx CRM from the toolbar.
2.   Select Prospect Details from the menu or click on the graphic icon. 
3.   Select the required prospect.  You can use the Account Search icon graphic to find the prospect.
4.   Click the Make Customer button. 
5.   Enter the account code you wish to assign.  Click here for help on figuring the next available account code to use to fit in with the existing account code sequence.  Alternatively click the graphic button to automatically assign the next account number.
6.   Click Ok.
7.   You should now use customer details to complete the information that is required to be entered for an active account on the Sales Ledger.