Deal Converters
Every handoff in the revenue cycle has a one-click converter. Client identity, line items, and pricing carry forward automatically. Tickets arriving from customers auto-link back to the right customer on the way down.
Prospect → Quote, Quote → Contract, Contract → Customer, Contract → Order. Plus Ticket ↔ Customer match.
Fields match by semantic_label first, then by column name — never clobbers JSON / reference / attachment columns.
Every conversion drops a note on the source record pointing to the new one. Your paper trail writes itself.
Click convert and land in the target's builder page with everything already carried over. Just review and ship.