--- title: How to Convert Leads into Clients description: Convert a lead into a client in Pabau with Mark As Won, from the lead card or the pipeline board, then open the client or book their appointment. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-convert-leads-into-clients#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en) 3. [Leads](https://support.pabau.com/en/pabau2/leads?hsLang=en#leads) # How to Convert Leads into Clients ## In this article, we’ll walk you through how to convert a lead into a client in Pabau — either directly from the lead card or by using your lead pipeline. When a lead decides to go ahead, mark them as won. Pabau converts the lead into a client, so you can book their first appointment straight away. The lead’s notes and activities go with them to the client record, and the lead card stays available, marked as won. You can do this from the lead card or without leaving the pipeline board. **NOTE:** You need the **Can mark leads as won** permission. Without it, **Mark As Won** is greyed out. ### **Convert a Lead From the Lead Card** #### **Step 1: Open the Lead Card** Open **Leads** in the left sidebar, switch to **List** and click the lead’s name. #### **Step 2: Mark the Lead as Won** 1. Check the lead’s details are up to date. 2. Click **Mark As Won** at the top right of the lead card. ![The top of a lead card with the Mark As Won button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165376-01-mark-won.png) *Mark As Won converts the lead into a client* Pabau creates a client record from the lead and copies across the lead’s custom field answers and documents. If adding another client would take your clinic over its plan’s client limit, Pabau first shows how much your subscription would increase by, with an **Upgrade** button. **Step 3: Open the New Client or Book Their Appointment** The lead card now shows a **Won** tag, and the buttons at the top right change: 1. Click the client’s avatar (**Open client record**) to open their new client card. 2. Click **Book Appointment** to open the calendar with the new client ready to book. 3. Click **Reopen** if you marked the lead as won by mistake. The lead becomes open again. ![A won lead card with the Won tag, the client avatar, Book Appointment and Reopen marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165376-02-won.png) *A won lead links to its new client* ### **Convert a Lead From the Pipeline Board** #### **Step 4: Open the Lead From Its Card** 1. On the board, hover over the lead’s card and click its **⋯** button. 2. Choose **Open lead**. The lead card opens in a side panel over the board. 3. Click **Mark As Won** in the side panel, then close the panel with **×**. ![The menu on a lead card with the actions button and Open lead marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165376-03a-open-lead.png) *Open lead from the card’s menu* ![The lead card open in a side panel with Mark As Won marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165376-03b-drawer.png) *Mark a lead as won without leaving the board* #### **Step 5: Find Won Leads on the Board** Won leads stay on the pipeline board in their stage, with a **Converted** tag on their card. To see only the leads you are still working on, set **Lead status** to **Open leads**. To see only won leads, choose **Converted**. ![A lead card on the pipeline board with the Converted tag marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165376-04-converted.png) *Won leads show a Converted tag* #### **Can I Book a Consultation Before the Lead Is Won?** Not for the lead itself. When you book on the calendar, the client search only finds clients, so a lead that is still open does not appear. **Book Appointment** only shows on the lead card once the lead is won. To book their consultation, click **Mark As Won** on the lead card, then click **Book Appointment**. The lead does not leave the pipeline: it stays on the board in the same stage with a **Converted** tag, and you can still drag it to the next stage as the consultation progresses. **NOTE:** Booking an appointment does not change the lead. Pabau does not mark a lead as won or move it to another stage when an appointment is booked, so update the lead’s stage yourself. **TIP:** Avoid adding the lead as a new client from the calendar instead. You would end up with a client and a lead that is still open. Mark the lead as won and Pabau links it to a client with the same first name, last name and email, or creates one, keeping the lead’s notes and activities together. #### **Why Didn’t a Lead’s Custom Field Copy to the Client Card?** When you click **Mark As Won**, Pabau copies the lead’s custom field answers to the new client card. A field copies only when the client card has a matching field: - **One field used for both leads and clients** – the answer copies across automatically. - **Two separate fields**, one created on the **Lead** tab and one on the **Client** tab of **Setup** → **Custom Fields** – the answer copies only if both fields have exactly the same name, letter for letter, including capitals, spaces and punctuation. For example, “Parent/Guardian” on the lead will not copy into “Parent / Guardian” on the client. If a field didn’t copy, rename one of the two fields so the names match exactly, then enter the answer on the client card yourself. **NOTE:** The copy happens once, at the moment the lead is marked as won. Renaming a field afterwards, or changing the answer on the lead card later, does not update the client card. **What's next?** - [Overview of the Lead Card](https://support.pabau.com/en/pabau2/overview-of-the-lead-profile?hsLang=en) - [Overview of the Lead Pipeline Board](https://support.pabau.com/en/pabau2/overview-of-lead-pipelines?hsLang=en) - [How to Reactivate a Lead](https://support.pabau.com/en/pabau2/how-to-reactivate-a-lead?hsLang=en) --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For **[more guides](https://support.pabau.com/en/pabau2?hsLang=en)**, browse the related articles below or use the search bar at the top of the page. 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