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When a lead is real and ready to move forward, it becomes a client with a project — the home for the actual work, scheduling, and estimates. The good news: you don’t fill out a separate conversion form. Converting happens naturally when you publish a site visit for the lead.

Video: Convert a Lead into a Client in Menaia (2:21)

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How conversion happens

Once a lead is qualified and you book and publish a site visit (a lead activity), the system creates a client and a project from that lead behind the scenes. The lead’s contact and address details carry over, and the Project Name you set while scheduling becomes the project’s name.
1

Make sure the lead is ready

The lead needs a first and last name, an address, a phone or email, and a branch. See Qualify a lead if anything’s missing.
2

Schedule the site visit

From the lead, click Schedule Lead Activity and fill in the details. See Schedule a site visit.
3

Publish the activity

Click Publish Activity and confirm the notifications. Publishing is what creates the client and project.
Save Draft does not convert the lead — it just holds the visit as a draft. Use Publish Activity when you’re ready to make it real.

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Jump to the new project

Right after you publish, you can go straight to the new project:
  • The scheduling panel shows a Project quick jump with an Open project button that takes you into the client’s project summary.
  • You can also reopen the published activity later and use the same quick jump.

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What you’ll see on the lead afterward

Once a lead has been converted, opening it shows an info banner: This lead has been converted into a client, with a View Project Summary link to hop over to the project. This is your sign that the lead has graduated out of the pipeline and into delivery.
If the project lives in a different branch than the one you’re currently viewing, opening it may switch your active branch so you land in the right place.

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From here, it’s a project

Once the client and project exist, the work continues there — scheduling the crew, building estimates, and tracking the job through to completion.

Create an estimate

Build a client-ready estimate for the new project using the Calculator.

Back to your leads

Return to the Leads page to work the rest of your pipeline.