Leads

Leads represent prospects who have not yet become customers. The Kanban board at Sales → Leads groups by status (New, Contacted, Qualified, Proposal Sent, Won, Lost) with drag-and-drop transitions; each transition writes an audit row so a manager can later reconstruct how a lead moved. Conversion turns a lead into a Customer + Contact + (optionally) an open Estimate or Proposal in a single transaction. Lead source attribution rolls up to the Reports → Sales dashboard.

Web-to-lead capture is supported via a public form endpoint protected by Cloudflare Turnstile; embed the form on any external page.

Related endpoints

• GET /api/tenant/leads — list with status + source filters.
• POST /api/tenant/leads — create (also reachable via the public web-to-lead URL).
• POST /api/tenant/leads/:id/convert — convert to customer.
• PATCH /api/tenant/leads/:id/status — move stage; emits an audit event.
• GET /api/public/leads/form-config/:tenantSlug — public form schema.

See the source at apps/web/src/app/(tenant)/leads and apps/api/src/leads.