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Sales Rep
Managing Leads, Contacts, and Business Accounts

Job Aids

Managing Leads, Contacts, and Business Accounts

This section contains step-by-step instructions related to managing leads, contacts, and business accounts in MYOB Advanced.

To Create a Contact
To Convert a Lead to a Contact
To Create a Business Account Based on a Lead
To Convert a Business Account to a Customer
To Convert a Business Account to a Vendor

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