Parting Pro

Once a price shopper has become a customer, you want to start managing the Shopper as a case.

Click on the Shopper you would like to move.

Click on Shopper and click on Customer in the dropdown to move the Shopper to a case.

<a href="https://help.partingpro.com/managing-your-inquiries/inquiry-overview/what-is-an-inquiry" rel="nofollow noopener noreferrer" target="_blank">What is a Shopper?</a> <a href="https://help.partingpro.com/managing-your-inquiries/inquiry-overview/how-to-create-an-inquiry" rel="nofollow noopener noreferrer" target="_blank">How to create a Shopper</a>

<a href="https://help.partingpro.com/en/articles/1244256-sending-an-email-in-10-seconds-so-a-family-can-choose-services-and-pay" rel="nofollow noopener noreferrer" target="_blank">How to send out an email to a Shopper</a> <a href="https://help.partingpro.com/en/articles/4352139-updating-and-customizing-the-price-shopper-email-proposal-template" rel="nofollow noopener noreferrer" target="_blank">How to update your Shopper email template</a> <a href="https://help.partingpro.com/managing-your-inquiries/inquiry-overview/how-to-edit-an-inquiry" rel="nofollow noopener noreferrer" target="_blank">How to edit a Shopper</a> <a href="https://help.partingpro.com/managing-your-inquiries/inquiry-overview/how-to-view-your-active-inquiries" rel="nofollow noopener noreferrer" target="_blank">How to view your active Shoppers</a> <a href="https://help.partingpro.com/managing-your-at-need-cases/at-need-case-overview/what-is-an-at-need-case" rel="nofollow noopener noreferrer" target="_blank">What is an at-need case?</a>

When a price shopper becomes an active case

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Track the progress of all tickets related to your company.

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