crm leads clients faq How Can I Change a List of Leads to Clients Without Opening Each One?

Changing the Lead/Client setting for a list of leads/clients

  1. Click the CRM | Clients + Leads menu
  2. When you're looking at your list of clients/leads, use the checkbox on the left side to select all the clients/leads you want to set to either a Lead or a Client
  3. Click the Update Leads button
  4. Choose the option to Set Lead Type
  5. Choose whether you want to set all the selected items as a Lead or a Client
  6. Click OK to apply your selected setting

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