How to convert a contact to a user
Posted by The Team at Mindmatrix on 25 June 2019 02:45 PM
Conversion of Contacts to Users
This feature outlines the process of converting any contact into a user. On conversion, the contact receives a link to the install and the login credentials via email.
Who will be using this?
This feature is especially useful for Channel Managers.
Conversion of a contact to a user happens with just a few clicks. This means there’s no need to go through the setup process. The information of the contact gets auto-populated in the fields of user information. Also, the login details get sent to the user automatically via email.
Click on Particular contact for which you want to convert a User account and then click on Views > Reports.
Click on Convert into User button