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Changing the Status of an Account from Prospect to Client
Changing the Status of an Account from Prospect to Client
Liscio Support avatar
Written by Liscio Support
Updated over a week ago

1. Select the Accounts page in the Left-Hand Menu.

2. Use the search bar at the top of the list to search for a specific Account.

3. Hover over the Account Name and then click on the pencil icon to the far right to edit.
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4. Select the Account Status box.

5. Select Client.

6. Scroll down to select Update Account.

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