Zeifus
  • Dashboard
    • Clock In & Clock Out
    • Manage Office & Clock in Locations
    • Attendance IP Restriction
    • Auto Clock Out Settings
    • Attendance & Shift
    • Start Timer
  • Leads
    • Lead Contact
      • Add or remove Lead Source
      • Add or Remove Pipeline
      • Add or remove deal stage
      • Add or remove Deal Agent
      • Add or remove Deal Category
      • Lead Assignment Settings
      • Add or remove Lead Contact
      • Convert Lead Contact to Client
      • Lead Form
    • Deals
      • Add follow up on Deals
      • Manage Deal Details
      • Deals Kanban Board
  • Clients
    • Manage Clients
    • Allow Client to Log in
    • Client Account Verification
    • View Client Data
    • Sign Up Link For Clients
  • HR
    • Employees
      • Add Employee
      • Invite Employee
      • View or Edit Employee
      • Employee Designation
      • Employee Department
      • Set Hourly Rate for Employee
      • Employee Log in Configuration
      • Employee Active or Inactive
      • Add or remove User Roles
      • Reporting Manager
      • Probation
      • Notice Period
      • Employement Type Settings
      • Import Employees
    • Leaves
      • Leave Types Settings
      • Leave General Settings
      • Apply Leave
      • Approve or reject leave
      • Check Leave Balane
    • Shift Roaster
      • Add or remove Shifts
      • Shift Rotation
      • Assign Bulk Shifts
      • Shift Change Request
    • Attendance
      • Attendence Settings
      • QR Code Clock in
      • Attendance Summary
      • Detailed Attendance Data
      • Track Attendance Hour
      • Mark Attendence
      • Correct, Edit or Delete an attendance
    • Holiday
      • Mark Default Holidays
      • Add Holidays
    • Designation
      • Add, Edit or Remove a Designation
      • Organization's Hierarchy
    • Department
      • Add, Edit or Remove a Department
      • Department Hierarchy
    • Appreciation
      • Add & Manage Awards
      • Give Appreciation
  • Work
    • Contracts
      • Contract Settings
      • Add or remove Contract Templates
      • Add or remove Contract
      • Manage Contract Type
      • Company signature on Contracts
      • Client Signature on Contracts
    • Projects
      • Project Templates
      • Add or remove Projects
      • Add or remove Project Status
      • Add or remove Project Category
      • View Project Data
      • Add or remove Project Members
      • Add or remove Project Files
      • Project Milestones
      • Add or remove Project Tasks
      • Manage Project Task Board
      • Manage Project Gantt Chart
      • Manage Project Invoices
      • Manage Project Orders
      • Manage Project Timesheet
      • Manage Project Expenses
      • Manage Project Payments
      • Project Discussions
      • Project Notes
      • Manage Project Ratings
      • Manage Burndown Chart
      • Manage Project Activity
      • Manage Project Tickets
      • Share Project Status with Non-registered clients
      • Set Hourly Rate for Team Members per Project
      • Add or Change Project Admin
    • Tasks
      • Task Settings
      • Task's visibility to Client
      • Add Tasks
      • View Assigned Tasks
      • Task Approval
    • Timesheet
      • Time Log Settings
      • Add Time Log
      • Manage Employee Timelog
    • Project Roadmap
  • Finance
    • Finance Settings
      • Currency Settings
      • Invoice Settings
      • Invoice Template
      • Prefix Settings
      • Manage Units
      • Quickbook Settings
      • Invoice Payment Details
      • Manage Taxes
      • Manage Payment Gateway
    • Proposal
      • Manage Proposal Templates
      • Add or remove Proposal
      • Cusotomer Signature on Proposal
    • Estimates
      • Estimate Templates
      • Add or remove Estimates
      • Manage Estimate Requests
    • Invoices
      • Invoice Settings
      • Add or remove Invoices
      • Manage Recurring Invoices
      • Manage Time Log Invoices
      • Send Invoice to client
      • Invoice Terms & Notes
    • Payments
      • Add Payments to invoice
      • Manage Bulk Payments to Invoices
    • Credit Note
      • Create Credit Notes
      • Add Adjustment to Credit Note
      • Apply Credit Note
    • Expenses
      • Add Expense
      • Manage Expense Categories
      • Manage Recurring Expenses
    • Bank Account
    • E-Invoice
  • Orders
    • Manage Products
    • Add Order
    • Manage Orders
  • Tickets
    • Manage Ticket Groups
    • Manage Ticket Agents
    • Manage Ticket Types
    • Manage Ticket Channel
    • Manage Reply Templates
    • Manage Ticket Round Robin
    • Manage Ticket Visibility
    • Manage Ticket Form
    • Add or remove Ticket
  • Events
    • Add Event
    • Manage Events
  • Messages
    • Message & Chats
    • Messages Settings
  • Notice Board
  • Knowledge Base
  • Assets
    • Add Asset Type
    • Add Asset
    • Lend Asset to Employee
    • Return Asset from Employee
  • Biolinks
    • Add Biolinks Page
    • Biolinks Settings
    • Manage Blocks on Biolinks Page
  • Letter
    • Generate
    • Letter Templates
  • Payroll
    • Payroll
      • Manage Salary Components
      • Manage Salary Groups
      • Manage Salary TDS
      • Manage TDS Status
      • Manage Salary Payment Method
      • Manage Salary Slip Data
      • Manage Payroll Currency
      • Generate Pay Roll
      • Change Salary Slip Status
      • Regenerate Salary Slip
      • Edit Salary Slip
      • Manage Salary Addition & Deduction
    • Employee Salary
      • Add Employee Salary
      • Edit Employee Salary
      • Manage Salary Increments
      • Manage Salary Decrements
      • View Salary History
    • Reports
  • Purchase
    • Vendor
    • Products
      • Manage Products
      • Manage Units
      • Manage Client to Purchase Product
      • Configure Product Nature
      • Manage Product Categories
      • Manage Product Inventory
      • Manage Downloadable Products
    • Purchase Order
      • Purchase Settings
      • Purchase Notification Settings
      • Add Purchase Order
      • Edit Purchase Orders
      • Send Purchase Order to Vendor
      • Convert Purchase Order into Bill
    • Bills
      • Create Bill
      • Add Payment to Bills
      • Send Bill to Vendor
    • Vendor Payments
      • Add Vendor Payments
    • Vendor Credits
    • Inventory
      • Add Quantity Adjustment
      • Add Value Adjustment
    • Reports
  • QR Code
  • Recruit
    • Dashboard
      • General Recruitment Settings
      • Recruitment Footer Settings
      • Recruiter Settings
      • Recruitment Notification Settings
      • Manage Recruitment Application Status
      • Custom Question Settings
      • Recruitment Source Settings
    • Manage Job Details
    • Job Applications
    • View Kanban Board of Job Applications
    • Change Applicant Status
    • Schedule Interview
    • Offer Letters
    • Skills
    • Candidate Database
    • Reports
    • Career Site
  • Webhooks
    • Webhooks
    • Log
  • Zoom Meeting
  • Reports
    • Task Report
    • Time Log Report
    • Finance Report
    • Income vs Expense
    • Leave Report
    • Attendance Report
    • Expense Report
    • Deal Report
    • Sales Report
  • Settings
    • Company Settings
    • Business Address
    • App Settings
    • Profile Settings
    • Notification Settings
    • Slack Integration
    • Currency Settings
    • Payment Credentials
    • Finance Settings
    • Contract Settings
    • Tax Settings
    • Ticket Settings
    • Project Settings
    • Attendance Settings
    • Leaves Settings
    • Custom Fields
    • Roles & Permissions
    • Message Settings
    • Lead Settings
    • Time Log Settings
    • Task Settings
    • Security Settings
    • Theme Settings
    • Module Settings
    • Google Calendar Settings
    • Custom Links Settings
    • Asset Settings
    • E-Invoice Settings
    • Payroll Settings
    • Purchase Settings
    • Recruit Settings
    • Zoom Settings
    • Billing
  • Contact Support
  • Performance
    • Dashboard
    • Objective
    • OKR Score
    • 1:1 Meeting
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  1. Leads
  2. Lead Contact

Convert Lead Contact to Client

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Last updated 4 months ago

Path: Leads > Lead Contact > Action Toggle >