Convert a Lead to a Client

When a lead decides to buy, convert them to a client. You can create their first order and invoice at the same time.

Overview

This guide goes through the Convert to Client dialog and what happens to the lead afterwards.

Who Can Access

Team members need Convert Leads.

Step-by-Step Guide

1. Open the dialog

   Open the lead and click Convert to Client.

2. Check their details

   Their name, email, phone and company are filled in from the lead. Under the account setup, choose the Client status, the team members to assign, and a Password; one is made for you, and Generate makes another.

   

3. Create the first order

   Create the first order now is ticked. Pick the Service and Qty and check the Invoice preview. Tick Email the invoice on conversion to send it to them with a payment link. Untick the box to convert without an order.

4. Choose the extras

   Keep submission attached to the client saves what they sent as a note on the client. Send portal invite emails them a link to set their own password and sign in.

5. Convert

   Click Convert Lead.

What Happens

• A client account is created and can sign in straight away.
• If you chose it, an order and its invoice are created, due in 7 days.
• The lead moves to Won and shows Converted. Its status can no longer change, and Open Client takes you to the client.
• Its follow-up is cleared, the chat is closed and scheduled emails are cancelled.
• The people assigned are told.

When You Can’t Convert

• The email already belongs to a client or another account.
• Your plan has no room for another client or order this month.

Frequently Asked Questions