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Converting a lead to a customer is coming across as inactive?

Last post 10-04-2012 10:24 AM by Anonymous. 0 replies.
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  • 10-04-2012 10:24 AM

    Converting a lead to a customer is coming across as inactive?

    Kyle asked this question via email...

    When I convert a lead to a customer it is coming across as inactive in Method and Quickbooks.

    What do I need to do to prevent this from happening?

    Kyle, I suspect you have the lead already marked as inactive.  When converting an inactive lead to a customer they stay inactive so before you convert the lead you should flip them to active status.  If they're marked as active and this happens then are you working from a customer screen?  Something in the procress could be doing this.  Post up some more details and I can help trouble shoot.

    ~C

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