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Create Prospect - type Customer

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Posted on 20 Oct 2015 21:32:54 by Lakshmi Karambakkam

1,303

Hi,

Could some one please guide me how to create prospect of type Customer.

when I am trying to create a new prospect of type customer its throwing an error msg

"Cannot create prospect of type customer or vendor directly."

Please guide me in a detailed way.

Thanks,

Lakshmi

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Goloknath on 22 Oct 2015 at 08:44:00

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RE: Create Prospect - type Customer

Hi

Sales and marketing > Setup > Prospects > Relation types

Create new type (don't make the name customer, make it AA) and don't choose customer in relation type, Just let it as it is.

Then go to create new prospect , Choose the relation type which has been created.

complete the prospect information.

then convert it .
Lakshmi Karambakkam 1,303 on 21 Oct 2015 at 17:54:56

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RE: Create Prospect - type Customer

Hi,

I got it. The new prospect for which the party has customer account connected with, only for those convert to customer will be enabled.

later we need to provide customer group for conversion.

Thanks for everyone who helped me

Lakshmi
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Biju_John 601 on 21 Oct 2015 at 17:22:19

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RE: Create Prospect - type Customer

In the prospect > Miscellaneous details fasttab, could you please fill in the customer group and check whether 'Convert to customer' is enabled.

Regards

Biju John
Lakshmi Karambakkam 1,303 on 21 Oct 2015 at 16:17:59

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RE: Create Prospect - type Customer

Hi,

box is already checked. But that box is to open either a customer or vendor form on converting a prospect.

But my question was how to ungray the convert to customer option in general tab. Is there any other parameter that needs to be setup?

Thanks,

lakshmi
Goloknath on 21 Oct 2015 at 15:12:37

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RE: Create Prospect - type Customer

Hi

Go to :

Sales and marketing > Sales and marketing parameters > Prospect

You will find a check box to convert automatic
Lakshmi Karambakkam 1,303 on 21 Oct 2015 at 15:07:16

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RE: Create Prospect - type Customer

Hi,

I created a prospect. Later in general tab, convert to customer is grayed out only convert to vendor option is available. possible reason for this?

Also how to enable to it ?

Thanks,

lakshmi
Suggested answer

Biju_John 601 on 20 Oct 2015 at 22:49:09

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RE: Create Prospect - type Customer

Hi Lakshmi

This is a standard ax behaviour. You have first create a prospect and convert the prospect to a customer. To create a prospect of type prospect, you must have a relation type (Sales & marketing | Setup | Prospects | Relation type) where the table source is relation table). Once a prospect is created, you can covert the prospect to customer using the convert option in the General tab

Regards

Biju John

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