Remove Lead Status

We've all been there. Removing a Lead is like removing money from your wallet, we understand! However, we've made it simple and quick so you can get onto growing more promising leads.

Note: Removing a Lead simply removes their "Lead" status and they become a regular Client; all their data remains (booked Events, etc.)

  1. In the sidebar, click on Leads
  2. Select the Lead you wish to remove
  3. Click the Edit button
  4. In the bottom left of the panel, select Convert to Client

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  1. Click Save

This Lead is now just a regular Client.

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