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Turn a contact into an active lead

Make a contact you already know an active lead, so they show on Leads and Today.

When a past client or someone in your sphere starts looking again, make them an active lead so Relivo follows up with them on Today.

Open the contact

Open their full record from Contacts.

Convert them

Click the more button (the three dots) beside Log interaction, then Convert to active lead.

They move to the first lead stage, New Lead, whatever stage they were at before, and the timeline records the change. They now show on Leads, unless they already have a deal, and on Today when they need you.