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converting contacts to leads

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  • converting contacts to leads

    I just got started with espocrm and so this is likely a silly question: It's my understanding that potential clients should be initially added as leads, which will then allow you to do the conversion to contacts, etc. But I initially added a number of them as contacts. Coming from the assumption that if I simply add them again as leads, they won't be connected, is that right? If that is the case, is there a way to do the backward conversion, or do I have to export contact, import again as leads, and then do the conversion to ensure leads and contacts are connected.

  • #2
    You don't need them as Leads if you have them already as Contacts. If it's B2B case you also need Account.

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