Converting to a Client

For new business where a client is being on-boarded, acceptance of the Service Agreement will enable you to convert the Quote to a participant. Additionally you will establish the client funding and a Service Schedule template profiles. The steps involved in this are as follows:

1. Select the Quotes menu to open the Lead List page.

   Open

   

2. Search for the lead record that is to be converted.

   Open

   

    

3. Highlight the required record and either select the Edit button or double click on the record to open the lead page.

4. From the Approval Stage field select the Service Agreement Signed option from the drop down list.

    

5. Select the SAVE button to update the lead record with the status change. This will make visible the Convert to Client button on the ribbon bar.

    

6. Select the Convert to Client button to open the Convert lead screen.

7. Select the whether you would like to migrate across to the client record the communications, notes and documents associated with the lead.

   To do so select the box(es) corresponding with the required communications.
Select the Convert button to present a pop up screen.
Brevity will only create a participant record if it does not already exist.

    

8. Select OK to confirm the creation of the client , client funding and a Service Schedule template record profiles.
   
   

   
   
   

Converting an Exiting Client

The steps for converting an existing client resemble those for on-boarding a new client, except that a new client profile is not created. Instead, the conversion process will establish new funding and service schedule template records.