> ## Documentation Index
> Fetch the complete documentation index at: https://support.yena.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Convert to Customer: when a candidate becomes a client

> Candidates hire too. One power action flips a record from talent to business contact without losing the history.

In agency recruiting the line between candidate and client is thin: the manager you placed last year is the hiring manager who calls you next year.

## The power action

On every [candidate record](/en/pipeline/candidate-records), under **Power Actions**, sits **Convert to Customer** — it marks the person as a BD lead / client contact. The record keeps everything: conversations, notes, files, history.

<Frame caption="Power actions on the candidate record">
  <img src="https://mintcdn.com/yena/Qnbu2xUQbmZq03LN/images/screenshots/power-actions.png?fit=max&auto=format&n=Qnbu2xUQbmZq03LN&q=85&s=30cb881087c340cf6847414357e6f88b" alt="Convert to Customer action" width="245" height="233" data-path="images/screenshots/power-actions.png" />
</Frame>

## When to use it

* A placed candidate starts hiring for their new team.
* A shortlisted-but-not-placed manager was impressed by your process and mentions an open role on their side.
* A [market-read BD conversation](/en/guides/market-read-bd) starts with someone who entered your database as talent.

## After converting

Link them to their [company record](/en/pipeline/client-accounts) (create it if it's new — stage: Lead), log the next step as a task, and the BD motion runs on the same rails as everything else. No retyping, no second CRM.