Converting Participants in a Provider Order into Leads

You may want to convert the contacts/participants from order/activity into leads to support your future marketing/sales efforts.

1. Navigate to your My Orders page (note: the location and the name of the page may be different)
2. Click View Order next to the order you want to update.
3. Go to the Leads tab to see which leads already exist for the order.
4. [Optional] Go to the Activity Dashboard tab and click Edit Partner Notifications to add email addresses for persons who will be notified when participants are converted into leads. Click Add then Save to complete the addition.
5. In the Participants tab, click on the name of a participant to open their entry.
6. Click Register as Lead.
7. Complete the information requested in the Lead Registration form. 
8. Click Register. The lead is registered against the participant/contact's timeline.