To change Prospects to Clients follow the given steps.

Step 1– From Prospects list click on your prospect.



Step 2– Now go to Application tab from the Prospects profile.


Step 3 - Click on the blue Add button on the right corner of the page.


Step 4-  Add application pop up will appear. Here, first select the Workflow.



Step 5 - Select associated partner.



Step 6 - Select the requiried product.


Step 7 - Now save the application and your prospect will turn into client.

Updated on: 26 / 03 / 2019