[Insightly Classic] Changing a contact to a lead

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

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 lead to a contact:

  1. View the contact, click the Actions menu.
  2. Select Change Contact To Lead. This will take you to a new lead page.
    Contact_to_lead1-Actions.png
  3. Add or adjust any information, such as Lead Status or Lead Rating.
    Contact_to_lead2-Lead.png
  4. Click the Save button to create the new lead and delete the original contact record.
    Contact_to_lead2a-Save.png
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