How to change the type of classification from prospect to client or vice versa?
- Select the Clients Module located in the Main Menu (left side of the screen) and then choose a client from the list.
- Locate the General Information section the first tab will be Personal Information. Within this box, choose the option Edit.
- In the classification field, make the changes and save the information.
Note: If the traveler was a prospect who does not have a method of contact, this field must be completed in order to change his/her classification.