Lead conversion to Client

Hey ​@Tony Baumgartner ! 👋

I am not sure if you have found an answer yet or not but I thought I would share! 

Once you've received a signed contract and/or payment from your client, HoneyBook will automatically move them from the "Lead" stage to the "Active" (Client) stage on your pipeline. 🎉

If you'd like to manually move a project from Lead to Client, just:

1. Open the project.

2. Click the Stage dropdown at the top of the project.

3. Select the stage your client would be in within client workflow.

This help doc may be helpful as well.

You may also try to create a $0 invoice and manually mark it paid if above doesn’t work out for you!