To convert a lead, open the edit lead page and change the lead stage to “Converted” and click the “Update” button.
Once converted you can access the client profile to send emails and texts or to book an appointment.
The system will also automatically convert a Lead when we book the first appointment.
From the Day Book, when you book a new appointment and use the Search Client box the system will search both clients and leads.
If a lead is selected, the system will display the message “Lead will be converted to client upon appointment creation.”