Changing a Contact to a Lead

If a Contact is created in Insightly but should have been entered as a Lead, you can change the Contact to a Lead from the Actions menu. This will create a new Lead and delete the original Contact record.

This function is not available for bulk editing.

What is transferred to the Lead?

  • All default fields common to both contacts and leads, such as first name, last name, title and organization name, addresses, phone numbers, etc.
  • Custom fields that are set up the exact same way for leads. This means the field name and data type (and values for lists) must be the same.
  • Events, notes, and uploaded files.
  • Links to emails and tasks.

What is not transferred to the Lead?

  • Custom fields that are set up for Contacts, but not for Leads.
  • Links to other records. The linked records will remain intact, but won't be linked to the new Lead.

To change a Contact to a Lead:

  1. View the Contact, click the Actions menu.
  2. Select Change Contact To Lead. This will take you to a new Lead page.
  3. Add or adjust any information, such as Lead Status or Lead Rating.
  4. Click Save to create the new Lead and delete the original Contact record.
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