Converting a prospect to a client

Winning a client is great. What’s even better is that you don’t have to enter all of the client details once again if you’ve already added the client as a prospect in WorkBook.

Converting a prospect to a client is pretty easy. In your prospect list you are able to see both prospects and clients. Prospects are marked with a red dot icon and clients are marked with a green dot icon.

To convert a prospect to a client just go the the ‘pipeline’ tab and open the pipeline bar. There you will be able to convert the prospect to a client/job.

A dialog will pop up to check if you want to convert it, simply click on the Convert button below.

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