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How to Convert between Clients, Prospective Clients and Leads

Overview

This tutorial explains how to convert a client, prospective client or lead to a different type of client.

How to Convert to a Client, Prospective Client, or Lead

  1. Find and edit the client, prospective client, or lead you want to convert
    1. Click here for a tutorial on how to edit a client, prospective client or lead
  2. Click on the Convert Menu option
  3. Select the desired client type
  4. Click the Save button

How to Convert to a Lead to A Client or Prospective Client From A Pipeline

Click here for a tutorial on how to convert a lead to a prospective client or client from a pipeline.

How to Convert to a Lead to A Client From The Calendar

Click here for a tutorial on how to convert a lead to a client when a session or event is scheduled

How to Convert to a Lead or Prospective Client To A Client When an Invoice Is Created

When a lead or prospective client is added to an invoice they will automatically be converted to a client when the invoice is saved.