Clients and contacts · 3 min read

Convert a lead and verify its history

Confirm identity before creating the client and check transferred information.

Pending workflow validation

This guide has been checked against the application code. Its workflow still needs validation in an isolated test account.

What you will achieve

Link the converted lead to a new profile and detect incomplete synchronization.

Client creation permissions and access to the correct lead.
Verified company and person details; check active and inactive clients to avoid duplicates.

1. Check for an existing client
Search Clients first. Conversion creates a new account; it does not match an existing one for merging. If a profile exists, stop and review the case before converting.
2. Review the lead and convert once
Open the lead and check company, person, email, and phones. Use convert to client. The company name, or person name when no company is present, identifies the new profile.
3. Confirm the link
Review the client opened by the app. Return to the lead and check won status and the View client link. An already converted lead points to its linked client; no repeat conversion is needed.
4. Compare the history
Check contacts, phones, activities, communications, calls, notes, nonaccepted quotes, and the linked opportunity. Accepted quotes are excluded from bulk reassignment. An error may mean the client was created without complete synchronization: inspect both records before retrying.

A won lead linked to a client with reviewed history. Conversion does not assign services, grant portal access, or establish payment.

Use conversion; an ordinary stage change does not replace it.

Keep both references and report the exact message. Do not assume changes rolled back or repeat conversion blindly.