@model PowderCoating.Application.DTOs.Quote.ConvertQuoteToCustomerDto @{ ViewData["Title"] = "Convert Prospect/Walk-In to Customer"; ViewData["PageIcon"] = "bi-arrow-right-circle-fill"; }

Quote: @Model.QuoteNumber

Quote Summary

Quote Number: @Model.QuoteNumber

Current Prospect/Walk-In: @(Model.CompanyName ?? Model.ContactName ?? "Unknown")

Email: @(Model.Email ?? "-")

Phone: @(Model.Phone ?? "-")

Note: Converting this prospect will create a new customer record and link this quote to that customer. The quote status will change to "Converted".
Customer Information
* At least one of email or phone is required.
Address Information
Additional Details
SMS Notifications
@if (Model.SmsConsent) {
SMS consent was recorded on the quote @if (Model.ProspectSmsConsentedAt.HasValue) { on @Model.ProspectSmsConsentedAt.Value.ToLocalTime().ToString("MM/dd/yyyy") }
} else {
No SMS consent was recorded on the quote.
}
Only check if the customer has explicitly agreed to receive text messages (TCPA compliance). If checked, the new customer record will have SMS enabled and a confirmation text will be sent.
Cancel
What Happens Next?
  1. Customer Created: A new customer record will be created with a unique customer number.
  2. Quote Updated: The quote will be linked to the new customer and marked as "Converted".
  3. Future Quotes: You can now create additional quotes for this customer.
  4. Jobs: You'll be able to convert quotes to jobs for this customer.
Tips
  • Review all contact information carefully before converting.
  • Set an appropriate credit limit if offering credit terms.
  • Assign a pricing tier to give this customer automatic discounts on future quotes.
@section Scripts { @{await Html.RenderPartialAsync("_ValidationScriptsPartial");} }