Convert a Lead to a Client

Converting a Lead to a Client is quick and easy. A Lead will need to be converted into a Client when you're ready to schedule a job for that lead. A job cannot be scheduled for a lead.

To convert a Lead from the Lead Account screen, follow these steps:

  1. Navigate to a Lead Account.
  2. Click the More dropdown list.
  3. Select Convert Lead.  The page will automatically refresh. From there you can edit the Client's information or add Jobs as needed. 

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