1
open the lead in marigold
in marigold, click the lead card. you'll see their full timeline — every note, message, and quote.
2
click "convert to client"
the button sits at the top of the lead panel. marigold copies the contact info and timeline into dragonfly and marks the lead as won.
3
review in dragonfly
the new client opens automatically. their lead history appears as the first entries on the timeline so context is never lost.
tip
if a deal goes cold instead of won, mark the lead "lost" in marigold — you keep the history without cluttering your active client list.

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convert a marigold lead into a dragonfly client

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