{% extends "ui/templates/base/layout.html" %} {% block content %}

Conversion Request: {{ managed_client.client_name }}

Consultant: {{ consultant.firm_name or consultant.contact_person if consultant else '-' }}

Back
{% if errors %}
{% for error in errors %}
{{ error }}
{% endfor %}
{% endif %}

Managed Client Details

Client Code
{{ managed_client.client_code or '-' }}
Client Type
{{ managed_client.client_type }}
Conversion Status
{{ managed_client.conversion_status.replace('_',' ').title() }}
PAN
{{ managed_client.pan or '-' }}
GSTIN
{{ managed_client.gstin or '-' }}
Mobile / Email
{{ managed_client.mobile or managed_client.email or '-' }}
Consultant notes
{{ managed_client.conversion_notes or '-' }}
Firm notes
{{ managed_client.conversion_firm_notes or '-' }}
{% if managed_client.linked_firm_client %}
Already converted and linked to firm client: {{ managed_client.linked_firm_client.client_code }} — {{ managed_client.linked_firm_client.client_name }}
{% else %}

Firm Review

Used only when approving.

Optional for now. You can assign partner later from client master.

{% endif %}
{% endblock %}