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  • Account back to lead conversion

    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?

  • #2
    Maybe export as csv and import it again?

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    • #3
      Good point - and it is easily manageable - thank you for out-of-the-box thinking

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      • #4
        Originally posted by Jakub Vylicil View Post
        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?
        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
        Web Dev | Freelancer

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