Converting Leads to Clients

The Conversion Process

When a lead accepts your proposal, it's time to convert them to a client and create a project.

1. Open the lead

   Click on the lead you want to convert to view their details.

2. Click Convert to Client

   In the lead actions, select 'Convert to Client'.

3. Create or link client

   If the lead is from an existing client, link them. Otherwise, a new client profile will be created.

4. Create project

   Optionally create a project from the lead's inquiry details.

Tips

• All lead information transfers to the client profile automatically
• The lead's communication history is preserved for reference