Convert Prospects Into Clients

Depending on your role in WorkBook, you can convert prospects to clients from the pipeline card. You can only convert pipelines that are not linked to any jobs.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To convert a prospect into a client:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click Pipelines.
3. In the grid, select a pipeline associated with the prospect that you want to convert to a client.
   Prospect pipelines are marked with in the Type column.
4. On the right edge of the grid toolbar, click Show/Hide Pipeline Card .
5. On the side toolbar of the pipeline card, click Convert Pipeline to Job .
6. On the top toolbar of the pipeline card, click Convert Pipeline to Job
7. WorkBook provides you with the following options:
   • Cancel: This option cancels the conversion.
   • Show List: This option enables you to select an existing client for the pipeline that WorkBook will convert to a job. This option does not convert the prospect to a new client - it creates the job under the existing client.
   • Convert: This option converts the prospect to a client. It also converts the pipeline to a job.
8. When WorkBook asked you if you want to convert the pipeline to a job, click Yes.