From the View Lead page, click Edit Lead. The Edit Lead page appears.
Make any necessary updates.
If you need to change the lead's email address, you must first provide your current password in the Address & Contact Information section.
Changing Lead Email Addresses
Emails are sensitive information. If compromised, the account can result in lost communication, or a stolen identity. In order to change an account password securely, you must enter your Ubersmith password to confirm the change.
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.