Project

General

Profile

Actions

roos-fs tasks #180

open

Convert Lead to Customer

Added by Vadim Pariev 10 months ago. Updated 5 days ago.

Status:
Closed
Priority:
Normal
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"
Actions

Also available in: Atom PDF