Click on Cases on the navigation menu.
In the cases page, click on Prospects tab.
Click on the Prospect name to select the prospect you wish to convert into a Client. On the Case details page, click Client.
You will get a confirmation saying "Case Updated".
You may also convert prospects to client and vice versa in bulk. One the Cases page, select the Prospects or Clients you wish to convert by clicking the checkbox beside each Case and then click the drop-down arrow beside the Bulk Options box.
💡Bulk features are an add-on, please check our pricing page to confirm you have access, and if not, enable this to your plan.
Click Continue when the pop-up window appears and you will get a success message after.
