Actions
roos-fs tasks #180
openConvert Lead to Customer
Start date:
07/13/2025
Due date:
% Done:
0%
Estimated time:
12:00 h
Description
User Story:
As a user, I want to convert a lead into a customer while preserving all activity logs, so that to be able to retreve the data and learn about the history of communication.
Acceptance Criteria:
- A "Convert to Customer" button is available in the lead view
- user is promted to cofirm that he wants to proceed
- On conversion:
--All notes, calls, and emails are migrated
--A customer record is created
--Lead data remains accessible through the new customer profile - the lead history information is available in the customer overview
- Converted customers retain the full activity history
- New notes can be added directly from the customer profile
- Activity is timestamped and shows the author (as in the leads)
- the event of convertion is recorded in the "notes"
Updated by Alex Katasonov 11 months ago
- Status changed from In progress to Deployed (QA)
Updated by Vadim Pariev 11 months ago
Test resul not OK still can not add any note to the customer that was transfered from the leasd to the customer
Updated by Vadim Pariev 11 months ago
- Status changed from Deployed (QA) to Open
Updated by Alex Katasonov 11 months ago
- Status changed from Open to In progress
Updated by Alex Katasonov 11 months ago
- Status changed from In progress to Deployed (QA)
Updated by Vadim Pariev 11 months ago
- Status changed from Deployed (QA) to Closed
Updated by Albert Katasonov about 2 months ago
- Project changed from 8 to Roos-fs-ZIP
Actions