Lead conversions allow you the ability to quickly convert a lead to a contact to begin adding quotes/invoices/tickets and projects to that newly created contact. JForce provides you with a quick conversion wizard to carry you step-by-step through the process of creating a contact from a lead.

The first step of the conversion allows you to setup your client's username and password as well as their general access role.

Note: Even if you create a username and password - you must setup an access role that allows system access.

The second step of the conversion wizard will allow you to either create a company for that new client or you can select an existing company to associate them with.

At this point you have created a contact. You can now directly reference that contact and edit as necessary.