Simple Quotes and InvoicesHelpContact supportOpen your dashboard
Help home Clients and leads How do I turn a lead into a client?

How do I turn a lead into a client?

Updated 20 Oct 2026 · 1 minute read

Open the lead and press Convert to client. The client is created from their details and the lead moves to Won. Or press Create a quote to start a quote straight away.

Was this article helpful?
Did not find it? Contact support

Related articles