How to Create an Action that Converts a Lead to a Live Client

Open the Action Library

1: Click Admin from the Menu.

2: Select Action Library from the drop down list – the Action library will open.

Open the required Action

1: Select the required Action from the list.

2: Click Edit. The Edit Action window will open.

Tick the Convert Lead to Client tick box

1: Click the General tab – the General settings window will open.

2: Click the Convert Lead to Client tick box – when the Action runs, the Lead will be converted to a Client.