When the prospect or Lead whom you have been tracking for a long time finally agrees to make a deal, they are called our Clients. You can also set the lead's status to Converted as Client, and the details of the Lead can also be seen in the Clients screen thereafter. 

You can convert your Lead into the Client by following the below-given steps.

Step 1: Click on the "Leads" module from the left-hand side menu options, and you will get redirected to the Manage Lead Screen.  

Navigation Link:  https://app.ismartrecruit.com/searchProspect

Step 2: Select the Lead and click on its current status to change it to Converted as Client.

Step 3: Select the status as Converted as Client. The system will ask you for confirmation in a pop-up. 

Step 4: In the pop-up message, you can select if you wish to convert Lead notes and lead contacts to client notes and client contacts, and click on Yes to save. 

Step 5: Both, the Lead and the Client form will appear where you can verify all details that will get converted to the client and you can add new details as well, in the forms. 

The left-hand side form will be that of Lead and the form on the right-hand side will be that of Client. 

Step 6: Click on the Save button to record all details of the client. 

Step 7: When you click the save button, a confirmation pop-up will appear asking if you want to add contacts to your clients. This option will only show if, in an earlier confirmation pop-up, you selected the checkbox for "Do you want to pass contacts to lead?" after choosing the status "Convert to Client." You can then choose Yes or No.

Step 8: After clicking the Yes button, you will be redirected to the client view dialogue box, specifically to the contacts tab for that particular client.

Step 7: The newly converted client will be visible in the Client module. 

Navigation Link: https://app.ismartrecruit.com/searchClient