Account back to lead conversion

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  • Jakub Vylicil
    Junior Member
    • May 2023
    • 27

    #1

    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?
  • ThomasB
    Senior Member
    • Mar 2022
    • 172

    #2
    Maybe export as csv and import it again?

    Comment

    • Jakub Vylicil
      Junior Member
      • May 2023
      • 27

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

      Comment

      • rabii
        Active Community Member
        • Jun 2016
        • 1337

        #4
        Originally posted by Jakub Vylicil
        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
        EspoCRM & Web Dev

        🔗 See what I’ve built for EspoCRM

        Comment


        • Jakub Vylicil
          Jakub Vylicil commented
          Editing a comment
          Thank you - unfortunately we dont have advanced pack yet - but I am currently argumenting on upgrading our ESPO with something...
      • rabii
        Active Community Member
        • Jun 2016
        • 1337

        #5
        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
        EspoCRM & Web Dev

        🔗 See what I’ve built for EspoCRM

        Comment

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