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Finding and Converting Prospect Records

Finding prospect records is similar to finding customer records. The only difference is you must enable the Include acquisitions in search option on the Search window. Once you find a prospect record, you have the option to convert it to an iMIS customer record.

Records in Customer Portfolio sort by last name and then first name if there is a last name. Otherwise, records sort by company. When you include prospect in your search and the system finds duplicate names, the iMIS record displays first in the list.

In This Section

To find a prospect record

To convert a prospect record to a Name record

See Also

Acquisition Management

Overview of Acquisition Management

Setting Acquisition Options

Importing Prospect Records


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