How to change the type of classification from prospect to client or vice versa?

  1. Select the Clients Module located in the Main Menu (left side of the screen) and then choose a client from the list.
  2. Locate the General Information section the first tab will be Personal Information. Within this box, choose the option Edit.
  3. 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.

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