How do I convert a lead to a customer 

In App:

  1. Log in to your RepCard mobile app
  2. Go to Contacts
  3. Select the lead you want to convert
  4. Select from the drop down at the top of the screen

 

In Web Browser: 

  1. Log in to your account via web browser
  2. Select 'Contacts' from the left hand menu
  3. Select the contact you want to change the contact