How to Convert Leads to Clients in OneOffice

This tutorial guides you through converting a lead into a client in OneOffice with a single click, saving you from repetitive work and manually entering information when a lead becomes a client.

Go to oneoffice.quicklyservices.com

1. Access CRM Section

2. Access "Lead" to begin managing potential client information

3. Click the three-dot menu next to the lead you want to convert

4. Click "Convert to Client" to convert the lead into a client

5. The lead's information will now be available in the Clients dashboard

You have successfully learned how to convert a lead into a client in OneOffice, making it easier to manage client information and track your business relationships.