Documentation

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

1: Click Admin from the menu.

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

1: Select the required action from the list.

2: Click Edit - the Edit Action window will open.

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

2: Tick the Convert Lead to Client checkbox - when the Action runs, the Lead will be converted to a Client.