My colleague misunderstood the task of creating leads and instead created accounts – there are about 80 records, and unfortunately, they need to be converted back to leads in bulk. Is there any way to do this in batches or in a 'simple' manner?
Account back to lead conversion
Collapse
X
-
Tags: None
-
-
If you have advanced pack you can set up a scheduled workflow to create a lead and delete the current account record being iterated at.Rabii
say heyComment
-
OK Alternative, you can easily create a custom cron job that fetch all the accounts created by your colleagues then iterate through them and create leads and delete. It should quick and easy way.
Rabii
say heyComment
Comment