The help file for Sales CQ refers to the Transfer button on the Prospect list or while editing a Prospect. I find no transfer button in either place.
I reinstalled Sales CQ. DIC is clean. I tried creating a quote for the prospect, then making the quote an order. It could then transfer the prospect to the customer at the same time, but only with the same customer code.
This should create some great business for AIM!
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Kate Spontak
Stief Group
New Jersey, the Garden State