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Converting a Prospect to a Client

  1. In the left navigation pane, click the Client Management tab, and then select Prospects.

  2. Select the prospect you want to convert to client status (you can convert more than one at a time) by checking the box located to the left of the prospect name.

  3. From the Action menu, select Edit, Convert to Client. The prospect will be converted to a client and moved to the Clients grid.