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"
Actions