1. Introduction
You will learn the step-by-step process to efficiently manage and update lead statuses.
2. Access CRM Module
First, you're going to click CRM.
3. Open Leads Section
Then you're going to click leads to take you to the lead CRM.
4. Initiate Lead Conversion
Then you're going to look for the lead that you want to convert to a client on the right side. You're going to click that little blue button that says "convert".
5.Then you'll see two options Client and Prospect.
Now for this tutorial, you're going to click client, but you always can click Prospect depending on what you're trying to accomplish in your CRM.
That brings us to the end and remember, do not hesitate to reach out to us if you have any more questions or concerns!