How to Convert a Lead to a Project
When a lead becomes a paying client, you can convert them to a project. This creates both a client record and a project automatically.
Step 1: Open the Lead
Go to "Leads" and click on the lead you want to convert.
Step 2: Convert to Project
On the lead's detail page, click the "Convert to Project" button.
What Happens
When you convert a lead to a project:
- A new client record is created using the lead's information
- A new project is created and linked to that client
- The lead information is preserved for reference
- You can immediately start adding milestones and creating proposals/invoices
After Conversion
After converting, you'll be taken to the new project page where you can:
- Add project details and updates
- Create milestones
- Generate proposals
- Create invoices
💡 Tip:
You can still view the original lead information after conversion. The lead record remains in your system for historical reference.