Lead Account - Convert to Client

You can quickly turn a Lead into a Client without losing any of the existing information on the account. This is useful for when a Lead wants to schedule their first service - this is the point where they become a Client.

To convert a Lead into a Client, use the following steps:

  1. Navigate to a Lead Account.
  2. Click the More dropdown list.
  3. Select "Convert Lead". 

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 The page will automatically refresh. From there you can edit the Client's information or add Jobs as needed. 

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