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:
- 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.