How do I convert a contact back to a lead?
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
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André Lopes
Lâmpada Global Services
Rua Bela Cintra, 299 conjunto. 51
São Paulo, SP 01415-000
tel1. 55 11 3237-3110
cel. 55 11 7636-5859
e-mail: info@lampadacrm.com.br
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?
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.
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
Business Process Administrator
Sugar 6.1.4 Professional
(Testing 6.1.2)
LAMP on Centos 5
PHP 5
MySQL 5
Apache 2.2
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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