How to manually convert a Lead to a Client

1. Navigate to https://www.pixifi.com/admin/

2. Click "Leads" in "Contacts" menu

3. Select a Lead you want to convert

4. Hover over the "Actions" menu on the right and click "Convert Lead into Client (book manually)" in

Tip! You can assign workflow for your new Client by checking this checkbox and choosing the appropriate Workflow

5. Click "Convert Lead"

6. And you are done! You might want to edit Event and other details for your new client in this area. It will not be assigned automatically!

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