How do I convert a lead to a client?

Once you have started working with a potential client, you can convert them to a lead to start sending them secure messages from within the portal and start uploading and downloading documents into their account. To do that, first navigate to the Leads > Lead List.

From there select the client you would like to convert

Now that you are in their profile, click on the Actions button in the top right-hand corner and select Convert Client:

The client would now be found under the Clients section.