Streamlined Process for Converting Leads into Clients.
- Mark the Lead as 'Won'
- Step 1: Navigate to Lead Manager and choose the specific lead you wish to convert.
- Step 2: Click on the "Won" button to initiate the conversion.
- Step 3: In the confirmation pop-up, select "Yes" to finalize the process.
- Step 1: Navigate to Lead Manager and choose the specific lead you wish to convert.
Upon completion, the selected lead will be officially transformed into a valued client, ensuring a seamless transition and setting the foundation for a fruitful business relationship.
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