Effortlessly Convert Bulk Leads into Valued Clients

Because success doesn’t always come one lead at a time — sometimes, you win in batches! 

Managing multiple leads can be overwhelming, but IntoAEC makes it simple to convert bulk leads into clients with just a few clicks. Here’s how you can turn several opportunities into strong partnerships — all at once.

Navigate to Lead Manager

Head over to the Lead Manager section — your central hub for every lead and prospect.This is where the magic begins.

Select Multiple Leads

Check the boxes next to the leads you want to convert.Whether it’s two, ten, or more, simply select all the leads that are ready for the next stage.

Think of it as handpicking future clients from your opportunity pool. 

Click “Won”

Once you’ve made your selection, tap the Won button.This signals that you’re ready to elevate these leads into clients.

It’s like saying “Yes, let’s grow together!” 

Confirm Bulk Conversion

A confirmation pop-up will appear to double-check your intent.
Click Yes , and in one swift action, multiple leads are instantly transformed into clients.

No extra steps. No repeated actions. Just bulk success. 

View Your New Clients

After confirmation:

• All converted leads will now appear under the Clients Module.

• Their history, details, and records will be carried over automatically.

• You’re ready to start building stronger relationships — at scale.