Converting a Lead into a Client

From Potential → Partnership → Progress

Every lead holds the spark of opportunity. Converting that lead into a client is the moment where vision turns into action, and connections turn into collaborations. With IntoAEC, this transition is not just smooth — it’s empowering.

Start at the Lead Manager Overview

• Navigate to the Lead Manager  — your command center for all prospects.
• Here, you’ll find a complete list of your leads, their progress stages, and opportunities waiting to be unlocked.
• From the list of leads, click on the specific lead you want to convert.
• This will open the Lead Overview page — your detailed view of that lead’s journey, activities, and potential.

Celebrate the Win – Mark as “Won”

Clicking the Won button is more than just an action — it’s a milestone.

• It signifies victory over challenges.

• It reflects the trust you’ve built with your lead.

• It transforms your prospect into a partner in growth.

Confirm the Conversion

A quick confirmation pop-up will appear, asking:
“Are you sure you want to convert this lead into a client?”

Click Yes, and just like that, your lead is no longer in the “maybe” stage — they’ve become a valued client.

 Pro Tip: Treat your “Won” leads as relationship milestones. The faster and smoother the conversion, the quicker you can start delivering value — and that’s where loyalty is built.