In Workslayr, the journey from a prospective lead to a valued client is a seamless, operationally focused process. Unlike accounting software, Workslayr does not automatically convert leads based on invoice payments or financial transactions. Instead, a lead becomes a client when your team initiates this change within the platform, signifying a commitment to a service relationship.
This conversion is a critical step that alters the lead’s status and opens up comprehensive client management features. Once a lead is converted, you gain access to a dedicated client profile where you can manage projects, invoices, locations, and more, all tailored to that specific client engagement.
The Operational Distinction: Lead vs. Client #
Workslayr distinguishes between a “Lead” and a “Client” based on your operational workflow, not accounting triggers. A lead contact is a prospect you are engaging with, evaluating their needs, and potentially moving through a sales pipeline. A client, on the other hand, is an entity with whom you have an established and ongoing service relationship. This means you will likely assign projects, issue invoices, track time, and manage specific service-related data for them.
This distinction allows your sales team to focus on nurturing leads and deals, while your operational teams manage billable work and ongoing service delivery for active clients. For example, you might create estimates and proposals for leads, but once they become clients, you’ll be creating full-fledged projects and invoices.
How to Convert a Lead to a Client #
Workslayr provides a straightforward method to transition a lead into a client:
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From the Lead Contacts Table: Navigate to the Lead Contacts table. Each lead entry includes an ‘Actions’ column. Within this column, you will find an option to ‘Convert to Client’. Clicking this instantly changes the lead’s status. Once converted, the lead information (such as contact details, company information, and custom fields) is transferred to the new client profile, ensuring continuity.
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During Lead Creation (Optional Deal Creation): When creating a new lead contact, you have the option to concurrently ‘Create a Deal’. While this doesn’t directly create a client at that moment, it streamlines the process of tracking potential revenue. The actual client conversion happens when the deal progresses to the point of a confirmed service agreement, which you would then manually action from the Lead Contacts table.
What Happens After Conversion? #
Once a lead is converted to a client, they appear in your Client Management section. The system automatically populates the new client’s profile with all the details previously gathered during the lead phase, such as their name, email, company, and any custom field data. You can then access the full suite of client-specific features, including managing multiple client locations and assigning specific tax rates to those locations, tracking projects, creating estimates, and generating invoices directly from their dedicated profile.
This operational transition ensures that all subsequent activities, from project assignment to invoicing, are aligned with a formal client relationship within Workslayr.
When you convert a lead into a client within Workslayr, critical data from the Lead Contacts profile is seamlessly transferred to create a comprehensive client profile. This ensures continuity and prevents the need for re-entering basic client information, streamlining your operational workflow from initial contact to project completion.
Data Transferred During Lead Conversion #
Upon converting a lead, Workslayr intelligently migrates essential information from the lead record to form the foundation of a new client entry. This transfer encompasses both personal and company-specific details initially gathered when creating lead contacts or through lead capture forms.
- Personal Details: Basic contact information for the primary contact from the lead, such as salutation, first name, last name, email, and mobile number, will populate the client’s personal details. This ensures you can immediately communicate with your new client contacts.
- Company Details: Information like the company name, website, and office phone number from the lead record will transfer to the client’s company details. This is vital for maintaining accurate records for projects and invoices.
- Billing Address: The country, state, postal code, and city provided during lead creation are moved to the client’s billing information, establishing a primary billing address for future financial transactions.
- Lead Source: The original lead source will be retained and associated with the new client, allowing you to track the effectiveness of your lead generation strategies in reports and analytics.
- Custom Fields: Any custom fields configured for lead contacts and filled out during the lead stage will also transfer to the corresponding custom fields within the client profile. This ensures that any unique data points relevant to your business are carried over.
Ensuring Data Accuracy and Completeness #
While Workslayr automates the transfer of significant data, it’s always a good practice to review the newly created client profile after conversion. This allows you to verify that all information is accurate and to add any additional details that might be necessary for client management, such as specific client categories or tax information. The seamless transition of data is designed to reduce administrative overhead and accelerate your sales cycle, moving you quickly from prospective to active clients ready for your services.
This streamlined process allows your team to focus on serving the client rather than on redundant data entry, enabling more efficient handling of contracts, estimates, and project assignments.
When a lead is converted into a client, most contact and company details transfer directly. However, specific informational elements and associated records from the lead phase do not carry over to the new client profile.
The following data points and associated records will not be transferred during the conversion process:
- Associated deals. These remain separate and are not directly linked to the new client record.
- All proposals that were created under the lead. These documents are tied to the lead record.
- Any lead capture forms data specific to the initial inquiry.
- Specific lead source tracking once the lead stage concludes.
Once a lead becomes a client, new projects, estimates, and invoices can be created under the client record.
After converting a lead to a client, Workslayr retains relevant information and prepares the new client record for operational use. The system transfers crucial data while adjusting the record’s status and available actions.
The conversion process marks a transition from prospective business to managed client relationships. Workslayr facilitates this by populating the new client profile with information gathered during the lead phase, including personal and company details.
Upon successful conversion, the new client record is accessible in the Client Management section. This allows for immediate engagement in client-specific activities such as project assignment and invoicing.
Data Transfer and Availability #
When a lead becomes a client, Workslayr transfers specific data points from the initial lead entry. This ensures continuity of information for the new client profile.
- Personal details: Salutation, First Name, Last Name, Email, Mobile Number.
- Company details: Company Name, Website, Office Phone Number.
- Billing address: Country, State, Postal Code, City.
- Lead Source information.
The client’s email from the lead record becomes the primary contact for client portal access (if enabled). This enables direct communication and access to specific client features within Workslayr.
Data not directly linked to the core client profile, such as specific deal configurations or follow-up tasks associated solely with the lead stage, do not transfer to the client record. The focus shifts to client-management data required for ongoing operations.
Operational Readiness #
With the client record established, you can proceed with managing the client’s operational needs directly. This includes creating projects, sending invoices, and assigning employees to tasks.
Client-specific settings, such as tax information or preferred billing methods, can be configured in the new client profile. This ensures accurate financial processing from the first project or service delivered.
Workslayr facilitates the transition of a lead into a client. This process moves a contact from the sales pipeline to client management. This creates a dedicated profile for ongoing business transactions.
When a Lead Becomes a Client #
A lead is converted to a client after a deal is won or a formal agreement is established. This transition signals that the contact is now an active customer. The process begins from the Lead Contacts table.
To convert a lead:
- Navigate to the Lead Contacts table.
- Locate the specific lead you intend to convert.
- In the ‘Actions’ column for that lead, select ‘Convert to Client’.
- Confirm the conversion.
Data Transfer During Conversion #
When a lead converts to a client, pertinent information from the lead record is transferred to the new client profile. This includes:
- Personal details (Name, Email, Phone Number).
- Company details (Company Name, Website, Office Phone Number).
- Billing address information.
- Lead Sources.
Any Lead Capture Forms information will also be moved to the new client profile. The created client profile can be managed through Client Management.
Post-Conversion Next Steps #
After conversion, the new client profile becomes active for managing projects, invoices, and other operational activities. The original lead record is archived or marked as converted, maintaining historical data integrity. Additional details can be added to the client profile, including billing and tax information.
