Changing a lead to a contact

Sometimes, a person that's added to your CRM as a lead doesn't turn out to be a lead. That's okay, because you can change the lead to a contact without converting it to a sales opportunity.

To change a lead to a contact:

This can only be performed on one lead at a time and will delete the original lead.

Most of the information from the lead will be transferred to the new contact, but tags, custom fields, and other fields unique to the lead record (like the Lead Source and Lead Score) will not transfer.

  1. Open the lead record and click Actions. Select Change Lead to Contact.
  2. Review the information. When you are finished, click Save.
    If your lead is connected to an organization that already exists in Insightly, it can be carried over.
    If the organization doesn't already exist, you can create a new organization from the Organization dropdown.


  3. The new contact will be displayed with a confirmation message.


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