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Shreeya Dangol
Written by Shreeya Dangol

How to turn a Prospect into a Client?

To change your Prospect to a Client,

Step 1 - Select the Clients menu and click on the Prospect tab. 

Step 2 - Then select a Prospect and open the Application tab.

Step 3 - Click on the Add button on the right corner of the page, by doing this, you are adding an application to your prospect.

Step 4 - Now, add the Application.

First, you need to select the Workflow and then the Partner. After you select the partner, all the Products associated with the respective partner will be listed in the products list.

Step 5 - Click on the Save button and you can see the Prospect is listed in the clients' list.