Convert a lead to a client

Celebrate closed-won deals by moving them into the Clients module.

Why convert?

• Unlock client-specific tools: invoices, projects, portal access, etc.
• Preserve the history—lead notes travel with the new client record.

Steps (Table/List views)

1. Locate the lead marked Won (or any status).
2. Click the ⋮ menu at the end of the row.
3. Select Convert to Client.
4. Confirm in the pop-up. A toast displays progress.
5. You're redirected to the freshly created client profile.

Kanban board

1. Open the card's ⋮ menu and choose Convert to Client.
2. Alternatively, drag the card to the Converted column to complete.

What happens next?

• Lead status switches to Converted and is archived from active funnels.
• A matching client record appears under Clients with full details.

Reversing a conversion

This isn't currently supported. Delete the client and recreate the lead if required.