Convert Prospect to Client

Once you have added in basic information on the Prospect Profile you can convert them to a Client. 

At minimum all required fields on the basic tab must be completed, but your organization's workflows will prompt you to fill out additional information before converting them to a Client.

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Convert Prospect to Client

When your workflow prompts you, convert the Prospect to Client. 

1. Click the Convert to Client button.
   
   
2. Select a Case Manager.
3. Click the Convert to Client button.
   
   

The Prospect Profile will now show the client as Converted for whichever line of service you converted to a Client. This Prospect will now be available in the Client Module for the line of service you converted. 

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Helpful Tips

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