When the prospect or the Lead on which you were tracking for a long time, finally agrees to make a deal, then they are called our Clients. You can also put the status of the Lead 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 ‘Leads’ 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: The newly converted client will be visible in the Client module.
Navigation Link: https://app.ismartrecruit.com/searchClient