Convert a Prospect to a Client
How do I convert my Prospect to a Client?
Monique Le Roux
Last Update a month ago
Main Menu > Prospects & Clients > Prospect > Deals > Deal > Close Deal
In Saleboat, there is only 1 way in which a Prospect can be converted to a Client:
Close a Deal with a Prospect
Main Menu > Prospects & Clients > Prospect > Deals > Deal > Close Deal
To convert a prospect to a client using deals, you must have an open deal with the prospect. You will find the deals for each prospect (& client) in their profile, under deals as well as in your deals list on the main menu.
Use the NEW DEAL button to create a new deal.
To edit information or close deals, click on the relevant deal in the deals list:
When you click on a deal, you may edit any details of the current items that form part of the deal.
These reflect the final opportunity (value) of the deal at this point.
To close the deal, click on CLOSE DEAL. You will be presented with this screen:
A deal must have an account number and line items (products or services) to close.
You will need to ensure that all details are correct and filled in before clicking SUBMIT.
Once a deal has been closed, it cannot be reopened.