DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
Open Help in a new tabDiMarAg Hub · Help
What do you want to do?
Learn a task step by step, explore a module, or find a quick answer below.
FAQ answers and step-by-step guides are available in English.
1 results
Frequently asked questions
FAQ-013What changes when I convert a lead into a client?Clients, leads and contacts · Agency and team
Open the lead record and select Convert to Client. The client account is created, the lead is marked won, and the two records are linked. The implementation keeps the CRM identity and transfers contact details, phone numbers, activities, communications, calls, and notes; it also links the opportunity and any quotes that have not yet been accepted.
If the lead had a company, it becomes the display name and the person becomes the primary contact. Conversion does not mean a service has been assigned or an invoice has been paid. If an error appears, check the client list before trying again.
Open a direct link to this answer