Convert a prospect
1
Open the prospect record
Navigate to the prospect you want to convert.
2
Click promote
Click the Promote to client button in the record header, or find it in the More menu (⋮).
3
Confirm the conversion
Review the confirmation dialog and click Promote to client.
What happens during conversion
When you promote a prospect to client:| Data | What happens |
|---|---|
| Household info | Preserved exactly |
| People | All household members retained |
| Notes | All notes preserved |
| Tasks | Open and completed tasks preserved |
| Meetings | All meeting history preserved |
| Emails | Email correspondence preserved |
| Tags | All tags retained |
| Activities | Full activity history preserved |
| Became client date | Set to today |
| Portfolio | Created automatically for AUM tracking |
What changes
After conversion, the household gains access to client-only features:- Service tier — Set the client’s priority level (A, B, C, or D)
- AUM tracking — Link custodian accounts and track assets
- Review schedule — Configure review cadence and due dates
- Portfolio — A portfolio record is created for the new client
The prospect record no longer exists after conversion. If you need to find this household, look in your client list.
Set up the new client
After converting, configure client-specific settings:1
Set the service tier
Choose an appropriate tier (A, B, C, or D) based on the client’s priority level.
2
Configure review cadence
Set how often you’ll meet for formal reviews (monthly, quarterly, semiannual, annual).
3
Link custodian accounts
If you have custodian data, link their accounts for automatic AUM tracking.
4
Update any tasks
Review existing tasks and update as needed for client-level follow-up.
Convert in bulk
You can convert multiple prospects at once:1
Open the prospect list
Go to Prospects in the sidebar.
2
Select prospects
Check the boxes next to the prospects you want to convert.
3
Use bulk actions
Click Bulk actions in the toolbar and select Promote to client.
4
Confirm
Review the list and confirm the bulk conversion.
Demoting a client to prospect
If you need to reverse the conversion—for example, if a client leaves your practice but you want to maintain the relationship—you can demote them back to prospect status:1
Open the client record
Navigate to the client you want to demote.
2
Click demote
In the More menu (⋮), select Demote to prospect.
3
Confirm
Review the warning and confirm.
FAQ
Can I undo a conversion?
Can I undo a conversion?
Yes, you can demote a client back to prospect status. However, client-specific data (tier, review schedule, AUM) will be cleared and cannot be recovered.
What happens to linked opportunities?
What happens to linked opportunities?
Opportunities linked to the prospect remain in your pipeline. You can close them as won or update them as needed.
Do email sequences continue?
Do email sequences continue?
Active email sequences continue unless you manually remove the household. Consider whether your prospect nurture sequences are still appropriate for an active client.