Make sure you have selected the right view on the upper right side

Click on the button « Convert Prospect to Customer » and fill in the required information.

You should include all those that have a direct or indirect interaction with the customer. Always include your CSR.

This can be caused by the confidentiality. In this case you need to ask the account owner to add you in the account team.

For a Non SAP account, the account owner is the account manager who created it. His responsibility is to ensure that the account information is properly maintained.

For a SAP account, the account owner is "Admin". That means that the ownership is shared between the Sales Managers of the Account team.

The corporate group represents the highest hierarchy level of the account’s structure.

Identify what part is the contact playing in the business process despite of his function in the company.

Check the Account History.