Converting a contact to a prospect

You can convert any contact from the Activities area into a prospect in the Client Management tab.  To convert a contact to a prospect:

1. In the left navigation pane, click Home and then Activities.

2. In the left-hand navigation tree, under the Contacts area, click Contacts. The Contacts grid opens.

3. Select the contacts you want to convert to prospects by checking the box to the left of the contact names.

4. Click the Convert to Prospect icon. The contact will be converted to a prospect, but you will remain on the Contacts grid.

5. To view the new prospect record, click the Client Management tab from the left navigation pane, and then click Prospects.

Note: If a contact is already a client or a prospect, then you will receive an error message.