Link a client to a lead or task
Attach a client to any lead or task after the fact.
Where: Lead Form → Client field · Task Form → Client field
- Both the Lead and Task forms have a searchable Client field.
- Start typing a client name to see matching results, then tap to select.
- Once linked, the lead/task card shows a "Client Linked" chip.
- You can remove the link by clearing the Client field and saving.
← Previous
🔄 Convert a lead to a client
Next →
⚙️ Create & manage lead types, stages, statuses, sources, campaigns, labels & task types
Still need help? Email hello@biznetworx.ae.