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When a prospect becomes a paying customer, promote them to a client. This preserves all their data — notes, tasks, meetings, emails, and history — while unlocking client-specific features like service tiers and review scheduling.

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Promote a prospect

1

Open the prospect record

Navigate to the prospect you want to convert.
2

Click Promote to client

Click the Promote to client button in the prospect header.
3

Confirm the promotion

Review the confirmation dialog and click Promote to client.
The prospect is converted instantly. You are redirected to their new client record.

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What happens during promotion

When you promote a prospect to client:
DataWhat happens
Household infoPreserved exactly
PeopleAll household members retained
NotesAll notes preserved
TasksOpen and completed tasks preserved
MeetingsAll meeting history preserved
EmailsEmail correspondence preserved
TagsAll tags retained
ActivitiesFull activity history preserved
Custom fieldsAll custom field values preserved
Became client dateSet automatically
PortfolioCreated automatically for the new client

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What changes

After promotion, the household gains access to client-only features:
  • Service tier — Set the client’s priority level (A, B, C, or D)
  • Custodian accounts — Link custodian accounts and track AUM
  • Review schedule — Configure review cadence and due dates
  • Custodian tab — View portfolio data from linked custodian accounts
The prospect record no longer exists after promotion. Find this household in your client list.

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Promote in bulk

You can promote multiple prospects at once from the prospect list:
1

Open the prospect list

Go to Prospects in the sidebar.
2

Select prospects

Check the boxes next to the prospects you want to promote.
3

Click Promote to client

Click Promote to client in the selection bar at the bottom of the screen.
4

Confirm

Review and confirm the bulk promotion.

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Converting a client back to prospect

If you need to reverse the conversion, you can convert a client back to prospect status:
1

Open the client record

Navigate to the client you want to convert.
2

Open the more menu

Click the three-dot menu in the header.
3

Select Convert to prospect

Click Convert to prospect and confirm.
Converting a client to prospect clears their review schedule settings. The household moves back to the prospect list.

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FAQ

Yes. From the client record, open the more menu and select Convert to prospect. Review schedule settings will be cleared.
Opportunities linked to the prospect remain in your pipeline. You can close them as won or update them as needed.
Active email sequences continue unless you manually remove the household. Review whether your prospect nurture sequences are still appropriate for an active client.