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.
Converting a lead into a client in Pabau is simple and helps keep your pipeline up to date. When you mark a lead as Won, they are officially converted and ready to move forward as a client in your clinic.
There are two main ways to convert a lead — either from the lead card directly or through the pipeline view.
Convert from the Lead Card
Step 1: Open the Lead Card
First, log in to your Pabau account. Use the top search bar to find the lead by typing at least three letters of their first or last name. Alternatively, go to the Leads section in the left sidebar and locate the lead from the list.
Step 2: Mark the Lead as Won
Once you’ve opened the lead card, look in the top-right corner for the Mark as won button.
Clicking this will convert the lead — their status will be updated to Won, and they will be removed from the pipeline and added to your main Clients list.
Step 3: Confirm the Lead Has Been Converted
To confirm the lead was successfully converted, go to the Clients section from the left-hand sidebar. Use the search bar to find the person you just marked as Won.
If the conversion was successful, the client will appear in your list with a New Client label — this means the lead has been successfully added to your client base.
Convert from the Pipeline View
Step 1: Access the Pipeline
From the left-hand sidebar, click "Leads", then select Pipeline.
At the top right of the screen, click the Pipeline button (next to the “Option” button) to view the list of pipelines in your system. Select the pipeline where the lead is currently assigned.
NOTE: If you need help with creating a pipeline, please refer to this article. Or if you want to learn how to assign a lead to a pipeline, please visit this article.
Step 2: Move the Lead to 'Won'
Start by dragging the lead from its current stage in the pipeline. As soon as you begin dragging, the Won and Lost buttons will appear on the screen. To convert the lead into a client, drop it onto the Won button — this will update the lead’s status and move them into your main Clients list.
Once converted, you’ll also see a green Won label appear next to the lead’s name as confirmation.
That’s it! You’ve now successfully converted a lead into a client in Pabau.
Keeping your pipeline up to date helps you stay organized and focus on the leads that matter most.
NOTE: Want to learn more about how to manage leads in Pabau? Check out our guide on Leads.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.