1. Within the left Navigation bar, navigate to the “Leads” section under management
2. Select the lead of your choice to convert by clicking on the name of the lead
3. After opening your choice of lead, on the right side under the “Actions” you can access the function to “Move to the Client List”.
a. Note, This function will be locked out if all the necessary fields are not completed.
4. The lead will be converted into a client and you will be redirected to the client page with the converted lead opened.
5. The original lead with no longer be visible and can only be accessed through the client section