Convert Client Lead to Client

To convert a client lead into a new client in SMARTcare, follow the steps below:

1. Access the Client Leads area found in Menu > Client > Client Leads

2. Locate the client lead you would like to convert to a client in the client leads table or dashboard views. 

3. Click the pencil option to the right under actions (table view) or in the box with client's name (dashboard view)

Table View

Dashboard View

4. This will bring you to the Inquirer Details options for the lead. In the Stage dropdown select the Client stage to make the convert to client option available. 

5. Click Save at the bottom of Inquirer Details section. 

6. Now you will see a Convert to Client option available. 

 

Dashboard view

Table view

7. Click the Convert to Client option in either the Dashboard or Table View.

8. Click Convert. 

9. Now the client will show in your Client Management list of active clients. Menu>Clients>Client Management.

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