Converting a lead into a client

Turn a won lead into a client, moving them into your client list with an app invitation.

Written by Halim 7 Oct 2026

When a lead is ready to sign on, you convert them into a client. They move out of your pipeline and into your client list, and receive their invitation to your branded app.

1. Open the lead from your pipeline.

   

2. Select Convert to Client in the top right of the lead's page.

   

3. The lead becomes a client, added to your Clients list and sent an invitation to join your workspace, the same as adding a client directly.

   

From here they follow the normal client journey. See Adding a client.