We are excited to introduce a streamlined process for converting prospects into sub-accounts. With this new functionality, converting won prospects into sub-accounts has become easier than ever before.
Here's how it works:
- Click on Convert to Sub-Account
- Enter the Business Details and Confirm your selection.
- VoilĆ ! You can now find the gained Prospect in the sub-accounts tab.
To know more about Prospecting Tool click hereš”