How to Change the Status of an Account from Prospect to Client

How to Change the Status of an Account from Prospect to Client

1. Click on the Accounts page on the left-hand side of the screen.

2. Use the search bar at the top of the list to search for a specific Account.

3. Click the ellipses (three dots) in the top right corner

4. Click Edit Account. 

6. Click the Account Status box.

7. Click Prospect.

8. Scroll down to click Update Account.


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