Successful Conversion

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Successful Conversion

Conversion to Member
1. Once the Sale Won is done, Navigate to ‘Marketing & CRM‘ > ‘Conversion‘.
2. Click on ‘Conversion‘ icon.
3. Enter Conversion details such as ‘Mode of Payment‘, ‘Membership‘ and ‘Payment Terms‘.
4. Click on ‘Convert to Member‘ button.

Conversion to member is successfully done.

prospect-list

conversion-details