From the View Lead page, click Deactivate Lead. The Deactivate Client page appears.
Click Deactivate Client.
Either search for the deactivated lead through the Search section or the Sales Dashboard, Open Opportunities section.
Click on the lead’s name. The View Client page appears.
Click Reactivate Client. The Reactivate Client page appears.
Click Reactivate Client. The View Lead page appears.
Converting Leads to Clients
You can convert a lead to a client at any time, either manually or automatically. When a service is sold, the Order Manager automatically converts a lead to a client when the order’s Provision Client order action is run. The steps below explain how to do this manually.