Convert Lead to Client

Converting Leads to Clients

Summary: Learn how to convert qualified leads into active clients when deals close, maintaining complete relationship history.

Overview

Converting a lead to a client is a key milestone in your sales process. When you win a deal, growlio seamlessly transforms the lead record into a full client profile, preserving all history, notes, and attached documents. This conversion eliminates duplicate data entry while maintaining a clear record of the customer journey from prospect to client.

Prerequisites

Active growlio account with leads
Qualified or Won status lead ready for conversion
Member-level permissions or higher
Understanding of client vs lead distinctions in your workflow

How to Convert Leads to Clients

Step 1: Identify Leads Ready for Conversion

Review your pipeline for leads with "Won" status or leads where you've closed the deal. These are candidates for conversion to client records.

Tip: Move leads to "Won" status before converting to maintain accurate pipeline metrics.

Step 2: Open Lead Details

Click on the lead you want to convert to open their detailed view. Verify all information is complete and accurate before conversion.

Step 3: Access Conversion Option

Look for the "Convert to Client" button or option in the lead's action menu. This is typically prominent in the lead detail view for won opportunities.

Step 4: Confirm Conversion

Click "Convert to Client" to complete the process. growlio creates a new client record and archives the lead, maintaining a link between them.

Tips & Best Practices

Convert leads promptly after closing deals to maintain accurate records
Ensure all lead data is complete before converting
Review notes and history for anything needing immediate follow-up
Send portal invitations to new clients shortly after conversion
Update lead status to "Won" before converting for accurate pipeline reports
Create client onboarding checklist to complete after conversion
Assign new clients to appropriate team members immediately
Schedule kickoff meetings or calls with newly converted clients
Document the conversion process for team consistency
Use conversion metrics to track sales effectiveness

Troubleshooting

Issue: Can't find convert to client option

Solution: Ensure the lead has "Won" or "Qualified" status. Some organizations restrict conversion to specific statuses. Verify you have Member-level permissions or higher. Check if the lead is already converted.

Issue: Conversion creates duplicate client

Solution: Check if a client already exists with the same email address. growlio may prevent duplicates. If a client already exists, manually update them and delete the lead instead of converting.

Issue: Not all data transferred

Solution: Review which transfer options you selected during conversion. Some data may not transfer by default. Manually copy any missing information from the archived lead record to the client profile.

Issue: Can't revert conversion

Solution: Conversions are typically permanent. If absolutely necessary, create a new lead record with the same information and delete the client record. However, this breaks history links.

Issue: Converted client missing in clients list

Solution: Check that you're viewing "All Clients" not filtered views. Search for the client by name or email. Refresh your browser. Verify the conversion actually completed successfully.