Promote to customer
crm_promote_to_customerCreate the core customer from a won account — the bridge from pursuit to trading. Won accounts only, at most once (CRM-8): a second customer for the same account would be a reconciliation problem wearing a convenience. Creation goes through core's API — one logged act marking where this area's job ends and order-to-cash begins. The account keeps its whole pursuit history; the customer starts clean. Effects: core customer created; account.customer_id linked.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| No | Billing email. | ||
| terms | No | Payment terms for the new customer: immediate, or netN for N days (net7, net15, net30, net60). | |
| account_id | Yes | The won account. An existing account id. | |
| credit_limit | No | Opening credit limit. 0 (or omitted) means prepay only — a real position, not a missing value. In cents (integer minor units) — 1250 means $12.50. |