How to Convert a Lead to a Client
If a lead is ready to become a client but you don't need to create a project yet, you can convert the lead directly into a client record.
Step 1: Open the Lead
Go to Leads and click on the lead you want to convert.
Step 2: Click "Convert to Client"
On the lead detail page, click "Convert to Client".
Step 3: Review Client Information
The form is pre-populated with the lead's contact details (name, email, phone, company). Review and adjust as needed.
Step 4: Confirm Conversion
Click "Convert". A new client is created and the lead status is updated to "Converted". You'll be taken to the new client's detail page.
💡 Tip:
Converted leads remain in your leads list with a "Converted" status, so you can always trace back which leads became clients.