If you have a contact that you need to do work for, like their bookkeeping or tax affairs, you will need to convert them into a client.

You may also have a contact who is a potential client, in this case you can convert them into a prospect.

Once converted, any relationships you've already established with other clients will be retained.

1. Click the Contacts tab.
2. Select the client you want to convert.
3. Click Contact actions and choose either Convert contact to client or Convert contact to prospect.
   

   
   
   

   
   
   

   
   
   

   
   
   

   
   
   

   
   
   

   
   
   

   

4. Click Convert.

Turn a prospect into a client