Main Menu > Clients > Options (3 dots)

Once you have signed a contract with a Prospect, they now become a Client. In order for Saleboat to differentiate, you will need to convert the Prospect into a Client by doing the following:

Find or search for their name in the Client List.

Click on the 3 dots on the far right of your screen to bring up the options for this new Client.

You will be presented with these options:

Click on Convert to Client.
You will then be directed to this page where you will fill in a few details:

Once the details are filled in correctly, you may click Close Sale.

Congratulations! You have successfully added a Client in Saleboat!

Did this answer your question?