How does a client (or I) change his status from Prospect to Active?

A prospect can become an active client in two ways:

1. Automatically – When they purchase a product, their status updates to Buyer and then Active Client (if applicable).
2. Manually – You can update their status manually in their profile.

How to Manually Change a Prospect to Active

1. Go to Contacts.
2. Use the search bar to find the prospect’s name.
   
3. Check the box next to their name.
4. Click on "Change Status" in the menu.
   
5. Select "Active" as the new status.
   
   
6. You will see two options:
   • Subscribe them to autoresponder sequences (sends automated messages immediately).
   • Grant access to the Client Interface (Recommended) – This allows them to log in and access client materials.
7. Click "Change to selected status" to finalize the change.

💡 Tip: If the client needs access to their portal immediately, be sure to select the Client Interface access option.