1. Home
  2. Business Manager
  3. Leads
  4. How To Change lead to Client

How To Change lead to Client

STEP 1: Log into your Bixfox account

STEP 2: At the right side of your dashboard, click on “Leads”

STEP 3: Click the triple dot icon on the lead you want to change to client

STEP 4: From the dropdown, select “change to client”

STEP 5: Enter the details of the lead you wish to change to client

STEP 6: Click on the save button to save details.

Your lead is successfully changed to client.

Updated on June 20, 2023

Was this article helpful?

Related Articles

Leave a Comment