Convert Lead to Client

Once you have worked the Lead inside of Radius and actually written a policy for this Lead, you can click on the 'Covert Lead' button to move this Lead to the Client Section of your Account.

You don't need to re-enter any information, Radius will take all the Notes, Data, Tags, Tasks, Files and more into the Client Section. You'll just update the information on the policy they've selected along with Effective & Renewal Dates, Premium, etc. We also recommend changing their Status as well.

Radius_Lead_Convert_To_Client.png

You can do the same thing for a Client if you lose that client and want to switch them back to a lead.

Radius_Convert_Client_to_Lead.png

Or from a list of leads or clients, Select (or click Select All), Bulk Update and Convert.

Radius_Bulk_Convert.png

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