Solved

Changing matter type

Hello everyone,

Could someone please explain how to change the matter type once it has been created as lead?

I’m having trouble trying to change it.

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Best answer by JG3 30 November 2023, 21:46

Userlevel 4

Sure.

When the lead is opened, click on “Lead Type”, then this dialogue box appears, allowing you to change the lead/matter type.

Thank you!

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