In CentreCharge, when a lead is converted it becomes a prospect account and the lead is deleted from the system - this has a few drawbacks and caused issues with getting accurate sales reports out of CentreCharge.

In Operate this has been updated, so that when a lead is converted the lead is still retained in the system and a new prospect account is created. This enhances the functionality and ability of exporting sales reports.

However, when you move over from CentreCharge to Operate and run historic sales reports on leads, it will not include any historic leads which were converted in CentreCharge. We therefore recommend the prior to transitioning to Operate you run any sales reports that may be usefull for future lead reporting.

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