How To Change Leads to Client?

HOW TO CHANGE LEADS TO CLIENT : 6 EASY STEPS

How To Change to client in GROW10X.Business Hub by Crudoimage Design

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How to Change Leads to Client: 6 Easy Steps

Step 1: Click on Leads

• Look for “LEADS” on the left sidebar menu and click on it. This is where you manage your leads.

Step 2: Click on the Three Dots

• Find the lead you want to convert to a client and click on the three dots located on the right side of the lead’s information.

Step 3: Select “Change To Client”

• In the options that appear, click on the ‘Change To Client’ button located at the bottom.

Step 4: Fill the Client Details

• Provide accurate details for the client, ensuring all necessary information is filled out correctly.

Step 5: Company Details (Optional)

• Include company details if applicable. This can improve the completeness of the client record, but it’s optional.

Step 6: Click on Save

• Once all client details are filled out, click the save button located in the bottom left corner to save the changes.