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Thread: How do I convert a contact back to a lead?

  1. #1
    rmapply is offline Sugar Community Member
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    Default How do I convert a contact back to a lead?

    How do I convert a contact back to a lead?

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: How do I convert a contact back to a lead?

    HI, rmapply

    There is no an available way to do that.
    You must code something.

    Cheers

    --
    André Lopes
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  3. #3
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    kuske is offline Sugar Community Member
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    Default Re: How do I convert a contact back to a lead?

    Why do you want to do that?
    A lead is only a contact with a yet not full qualified account.
    If the account is already known you have a contact.
    Is there anything you cannot do with a contact?

  4. #4
    rmapply is offline Sugar Community Member
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    Default Re: How do I convert a contact back to a lead?

    I have a full sales group of 8 people - So lets say someone gets fired or we RECYCLE that lead for the group and I want to return that contact to a lead state so that other people will work it.

  5. #5
    JVWay is offline Sugar Community Member
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    Default Re: How do I convert a contact back to a lead?

    I would look more at changing the contact's status or something. As was mentioned a lead is just someone not associated with an account.
    Jerry Way
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  6. #6
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    Default Re: How do I convert a contact back to a lead?

    Following on what Jerry posted, the Contact hasn't changed his/her relationship with your company, you're just changing the sales rep who works with that customer.

    I would think you would want to keep that contact as a contact (because he or she has that relationship with your company, as opposed to a lead which may not).
    Susie Williams

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