solarOSsolarOS Docs
GuidesSales

From a Lead's detail page, Convert to Customer opens ConvertLeadDrawer (apps/web/src/app/(authenticated)/sales/leads/[id]/convert-lead-drawer.tsx), which creates (or links) a Customer, Property, and Opportunity from the Lead's captured name, email, phone, and address, with a CustomerRecordTypeSelect and optional QuoteTemplatePicker; the submit button reads "Convert to Customer + Quote" when a starting quote is selected. Conversion is an explicit action from both the staff app (/api/leads/[id]/convert) and the Org API (/api/v1/leads/[id]/convert), not an automatic status flip; see Concepts: leads vs. opportunities.

TODO(owner, likely product): write the full guide covering what happens to the Lead's own record after conversion (is it still queryable, does LeadStatus change), whether a Lead can be converted more than once, and how the optional starting Quote interacts with Build and send a quote. Confirm against apps/web/src/lib/validations/lead.ts's Zod schema before writing anything definitive.

Was this page helpful?