Navigation

Convert Leads to Clients

  1. Go to Flick Office > Lead > Lead List.
  2. From the right end side of a lead click Action and select Summary.
  3. Select Convert to Client. A short Lead Conversion menu will appear.
    1. Enter Contact Label, Contact Progress, Sale Value and Profit Value.
    2. Click Convert Now and select Yes when you’re asked for confirmation.
  4. You’ll see a successful notification and will be redirected to the Client section.

Related Articles: