Account back to lead conversion

[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?

[ThomasB]

Maybe export as csv and import it again?

[Jakub Vylicil]

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

[rabii]

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.

[Jakub Vylicil]

Thank you - unfortunately we dont have advanced pack yet - but I am currently argumenting on upgrading our ESPO with something...

[rabii]

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.

https://docs.espocrm.com/development/scheduled-job/