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 Converting a Lead to a Client

When you've closed the deal and a lead is ready to become a full fledged client, you can automatically convert their Sales Manager account to a client account within the Client Manager. Click the 'Edit Lead' link, and view the 'Account Info' tab.

Change the 'status' field to 'Active' and click 'Save'. This will add the client to the Client Manager, and you can begin to use their account as a full fledged client.

Article Details
Article ID: 103
Created On: 14 Apr 2010 12:44 PM

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