When an application is started for the prospect, the prospect is converted into a client and denoted as “In progress” in Agentcis.
Note: The email address of the contact is mandatory to start an application for the contacts.
To convert Prospects to Client, follow the following steps:
Step 1: Select client from the dashboard
Step 2: Select Prospects
Step 3: Click on the Name of the prospects
Step 4: Select the Interested Service tab
Step 5: Click on the three dots and select Create Application from the drop-down.
Step 6: Select Create Application from the drop-down.
Step 7: Applications can also be added from the Application tab
Step 8: To add the application, select Add tab
