Convert a Lead Into a Client Manually

The moment a lead becomes a real client is worth celebrating, but it's also a data moment you don't want to fumble. WorkZen carries every note, file, and conversation across the conversion so nothing is lost. Here's how to flip a lead to a client in two clicks.

Convert the lead

Open the lead. The convert option appears once the lead is claimed (status Assigned). If it still says New, claim it first.
Open Actions and click Convert to Client.
A confirmation appears: "This will convert the lead into a client. This action cannot be undone." Confirm, and WorkZen takes you straight to the new client profile.

What carries over

From the lead	On the new client
Names, company name, email, phone, mobile, website	Client contact details
Address	First property, named Main Location, set as primary and billing address
Estimates	Moved to the client, each stamped "Transferred from lead"
Visits	Moved to the client's schedule
Comments	Moved over, marked "(transferred from lead)"
Files and photos	Moved to the client's files

Nothing is copied and left behind in two places; the estimates, visits, comments, and files now live on the client, which is where the ongoing relationship happens.

What happens to the lead record

The lead is not deleted. It stays in your lead list with the Converted status, permanently linked to the client. Opening it shows a banner ("This lead was converted to a client") with a View Client Profile button. That link is how your conversion metrics stay traceable: every client born from a lead knows exactly which lead, which source, and how long it took.

The lead's owner and teammates with lead access get a "Lead Converted" notification that opens the new client.

Warning

Conversion cannot be undone. Wait for a real commitment (an accepted estimate, a booked job) before converting, or your conversion metrics will flatter you.

Already a client? Link instead of convert

If the duplicate banner shows the person already exists as a client, use Link to Client from the banner instead of converting. It transfers the lead's estimates, visits, comments, and files onto the existing client and lets you choose which contact data to keep, so you end up with one client, not two.

Plan availability

Lead merge and Link to Client require the ZenGrow plan or higher. See pricing.

Step by step

Open the lead

Go to Leads and open the lead. It must be claimed (status Assigned) before the convert option appears.

Choose Convert to Client

Open the Actions menu and click Convert to Client.

Confirm

A confirmation explains the action cannot be undone. Confirm, and WorkZen opens the brand-new client profile.

Frequently Asked Questions

The contact details (names, company info, email, phone, mobile, website), plus every estimate, visit, comment, and file from the lead. The lead's address becomes the client's first property, named "Main Location".

No. The confirmation warns that the action cannot be undone. The lead is preserved as a Converted record, but it cannot go back to being an open lead.

The option only appears on claimed leads (status Assigned) for users with the Manage Leads permission. Claim the lead first.

Use the duplicate banner's Link to Client flow instead. It merges the lead's data and history into the existing client rather than creating a second client record.

Yes. A "Lead Converted" notification goes to the lead's owner and users with lead access, linking straight to the new client profile.