How do I convert a lead to an account in OfficeGX?

To convert a lead to an account in the Clientify app, follow these steps:

1. Login to officegx.com with your administrator credentials or with a user account that has access to the Clientify app.
2. From the left-hand menu, go to:
   ➤ Clientify → Leads → Add Lead
3. On the Add Lead page, do the following:
    o Fill in all mandatory fields marked with an asterisk (*) such as:
      - First Name, Last Name
      - Primary Email
      - Lead Source
      - Mobile Number
    o Optionally, fill in additional details such as Business Name, Work Email, Website, and Description.
   o Click Save to store the lead information.
4. After saving, the system will return to the lead details page.
   o Click the Convert to Account button at the bottom-right of the page.
    o Confirm the conversion in the pop-up prompt.
5. The lead will now appear under Accounts and Leads, and all associated information will be transferred.