How do I turn a prospect into a client when I close?
Use "Convert to Client" on the prospect once the deal is approved, then fill in the policy.
Steps
- Open the prospect and work its product pipeline. "Convert to Client →" appears once the disposition is Application Approved / Policy Issued.
- Confirm "Yes, Convert" — the Policy Issued modal opens.
- Pick the product(s) sold and sub-types, fill the policy details (including Sale Date), then click Convert to Active Client.
- You land on the new client record; the prospect shows a green "✓ Converted — View Client" badge.
If the prospect has an email, a client-portal account is created and a welcome email is sent automatically. For a walk-in with no prospect record, use Add Client instead.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.