How can we help you?
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.
