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How to Convert a Lead to a Project

When a lead is ready to become active work, you can convert it directly into a project (and a client, if one doesn't already exist). This creates the project and client records automatically using the lead's data.

Step 1: Open the Lead

Go to Leads and click on the lead you want to convert.

Step 2: Click "Convert to Project"

On the lead detail page, click the "Convert to Project" button. A conversion form will appear.

Step 3: Review and Confirm

The form is pre-filled with data from the lead. Review the following:

  • Client Name: From the lead's name/company. If a matching client already exists, you can link to them instead of creating a new one.
  • Project Name: Defaults to the lead name. Edit if needed.
  • Project Details: Add any additional project information.

Step 4: Complete the Conversion

Click "Convert". clientfam will:

  1. Create a new client (or link to an existing one).
  2. Create a new project linked to that client.
  3. Update the lead status to "Converted".

You'll be redirected to the new project where you can start adding milestones, tasks, and other details.

Tip:

If you just need a client record without a project, use Convert to Client instead.

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