This How-to covers activating prospects into matters (clients).
\uD83D\uDCD8 Instructions
Go to the appropriate matter.
Click on the ‘Status’ button.
Choose Activate matter to activate the prospect or matter.
The Tab Header will now identify the case as a client instead of a prospect.
Note: A case number is automatically populated with the current date.
\uD83D\uDCCB Related articles
Creating a New Prospect or New Matter Using Contacts, Activating Prospects as Matters, Closing or Deleting Prospects or Matters, Attaching Other Contacts to a Matter, Detaching a Contact from a Matter