You can convert your lead to a client at anytime using the back end portal, or if you are using our onboarding solution you are able to convert the lead automatically upon purchase of your services. Leads typically would not be converted to a client until they have paid and signed your service agreement. To get started through the back end portal you can select any lead from the leads list.

Once your lead loads you will see a green Convert To Client button under the Personal Details. Once the system converts your lead to a client it will automatically take you to the new clients profile. You will also see that the client is showing New File in the clients list. New File will show for 3 days until it flags as Alert. This gives 3 days to get the file processed which will put the client in Waiting status and will show Waiting in the client list.