How to Create an Action that Converts a Lead to a Live Client
Open the Action Library
1: Click Admin from the Menu.
2: Select Action Library from the drop down list - the Action library will open.
Open the required Action
1: Select the required Action from the list.
2: Click Edit - the Edit Action window will open.
Tick the Convert Lead to Client tick box
1: Click the General tab - the General settings window will open.
2: Click the Convert Lead to Client tick box - when the Action runs, the Lead will be converted to a Client.
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