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