Change to Lead

What this page is for:
 Set a Customer back to Lead and turn off customer portal access for that person.

Where: Contact detail → ⋮ → Change to Lead (only when type is Customer)

Steps:

1. Click Change to Lead.

2. Confirm: Change to Lead? — DEV: This will deactivate customer portal access and update the contact type to Lead. Are you sure? → Confirm / Cancel.

3. Success: Success! — Customer has been changed to Lead. Fail: Error — Failed to change to Lead. Please try again.