Convert a quote into a lead

Creates a retail lead from a quote and moves the quote to converted. The quote's contact is matched to an existing contact or created, the property becomes the lead's address, the quoted amount becomes the lead's estimated value, the lead is scored, and the conversion is logged on the lead's activity.

Pass assigned_sales_rep_id to assign the lead to a specific user. Without it, or when that user is not in the company, the lead goes to the sales rep with the fewest open leads.

Converting is safe to repeat: a quote that is already a lead returns that lead_id without creating another. Some older quotes were converted straight to a job; for those the response carries job_id instead. The token's role must be allowed to work sales.

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Path Params
string
required
Query Params
integer

The ID of the user to assign the new lead to. When omitted, the lead goes to the sales rep with the fewest open leads.

Response

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