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When a lead is ready to become a client, you can convert them directly without creating a project. Here's how:

Step 1: Open the Lead

Navigate to Leads and click on the lead you want to convert.

Step 2: Access Conversion Options

On the lead details page, you'll see conversion options. Click "Convert to Client".

Step 3: Review Information

The system will pre-populate the client creation form with information from the lead:

• Name
• Email
• Phone
• Company
• Source (marked as coming from this lead)

Step 4: Complete Client Information

Review and update the client information as needed. Add any additional details like:

• Address information
• Additional notes
• Any other relevant details

Step 5: Create Client

Click "Create Client" to complete the conversion.

After Conversion

Once converted:

• A new client record is created
• The lead is marked as "Converted"
• The lead is linked to the new client
• You can now create projects, invoices, and proposals for this client

Convert to Project Instead

If you want to create both a client and a project at once, use "Convert to Project" instead. This creates the client and sets up a project in one step.