Answered

Converting an existing contact into a lead

Why can't I convert an existing contact into a lead?  Is there a way around this without imputing the contacts information manually? I also want to avoid cluttering my opportunities with leads.

2

Comments

32 comments
  • Converting a contact to a lead would be very useful

    2
    Comment actions Permalink
  • I agree. I hope this happens soon. It is a really important part of a CRM and very frustrating that it does not already exist. Hope they release it soon!

    2
    Comment actions Permalink
  • Because Leads is a New Feature, I have lots of potential clients in contacts that would be better located in Leads until they close. However they were inputed before the Leads option became available. It would be really helpful to move them out of contacts as they are clogging up my contacts section without any point

    1
    Comment actions Permalink
  • I don't want to be exporting and importing every time I have an existing contact that I want to turn into a lead! I want a a way to simply convert one or multiple contacts at the click of a button into leads.

    1
    Comment actions Permalink
  • Hi everyone. Our CEO and founder, Anthony Smith, has been paying close attention to all of your comments and recently announced on Dario's post " Leads before the Management Feature" that we will plan to implement this in a future release. Thanks!

    1
    Comment actions Permalink
  • Looking fwd to this new feature! I was just wondering how to move all my contacts to leads....

    1
    Comment actions Permalink
  • What is the timetable on the new release.  As some others, I was using tags to categorize contacts who were in effect, leads, before leads existed--one reason why I flirted with Base as a CRM program for a while.  I want to have my leads in the lead section, but want to avoid the time to manually do it.  Do I wait? 

    1
    Comment actions Permalink
  • I hope we can start converting contacts into leads soon

    1
    Comment actions Permalink
  • I hope we can start converting contacts into leads soon

    1
    Comment actions Permalink
  • I agree with everyone else on this.  I have thousands of leads that were entered as contacts before the lead feature became available.  I look forward to this feature being implemented soon!

    1
    Comment actions Permalink
  • Are we going to be able to convert existing contacts to leads anytime soon.  It would be great as we have entered a lot of contacts that are actually leads into our system.  I love the new feature but do not want to delete and reenter.  

     

    Thanks 

     

    Denise - FullView Media 

    1
    Comment actions Permalink
  • Hi Just adding my need to easily convert contacts into leads. Leads is a great feature, however we have been using contacts as the pool of all contacts and using tags to indicate leads/prospects. So until then it is rather redundant to use?!

    1
    Comment actions Permalink
  • I also agree that we  should be able to convert contacts to Leads. 

    1
    Comment actions Permalink
  • Agree with the above commenters. I really like the idea of leads, but having been on Insightly for over a year, all of my leads are entered as contacts right now.

    1
    Comment actions Permalink
  • I there.  It's been a half-year since the last update on this.  I'm wondering if there is a target date for a Contact-to-Lead conversion procedure in place at this time?

    1
    Comment actions Permalink
  • Hi Claudia, 

    You can do BOTH under the Actions menu! You can change a lead to a contact under actions here:

     

    AND you can change a CONTACT to a LEAD here:

    1
    Comment actions Permalink
  • Hi brendangerber100,

    You can convert any lead in Insightly to create a contact, an organization, and an opportunity but we don't convert an existing contact into a lead because we want your contact list to stay organized and we don't want to take up storage space. This Insightly Basics article defines these features further and Converting a lead to a sales opportunity walks you through the process. Thanks!

    0
    Comment actions Permalink
  • brendangerber100,

    Just was wondering why a contact would be turned into a lead? As in, why are they being entered as a contact instead of a lead to start? I only ask because I like to see how other people are managing their contacts.

    Since Insightly does not allow you to do what you are looking for, have you considered tagging the customer record with a specific tag like "NewLead". That way these leads/customers can be easily found (using filters/tag list) later.

    0
    Comment actions Permalink
  • I love the new leads management feature, however its missing something important. You can only import new leads or create them manually. What about all our pre-existing contacts that we and I am sure many others were treating as prospects/'leads' in Insightly? Can they not be converted into leads? It would be extremely useful if one could add existing contacts to their leads management tab. And going one further, for managing purposes, it would be valuable if one could group/designate leads into various campaigns or categories.

    0
    Comment actions Permalink
  • I asked the Insightly support, and got the following tip: 

    In order to convert those contacts into leads you will have to export them into a CSV file in Excel, then import that CSV file into the 'Leads' area. See:

    How do I export data? http://help.insightly.com/how-do-i-export-my-data-from-insightly/

    How do I import data? http://help.insightly.com/how-do-i-import-data-into-insightly/

     

    Good luck everyone

    0
    Comment actions Permalink
  • Now that's just awesome. Insightly simply just keeps on geting better!

    0
    Comment actions Permalink
  • Hi robgardner6. I checked with Product and I'm afraid we aren't able to share a timeline right now but please follow this post to be notified when we are able to provide an update. 

    To all -- I know exporting/importing isn't ideal and I'm sorry the contact --> leads capability doesn't exist yet. However, talked with Michelle, our Customer Success Specialist and she had some sage words of advice. Since Leads was created to be a one-directional she agrees with Jeff to tag those contacts that are leads. This will allow you to filter and delete anyone who is no longer a lead when you finally are able to turn contacts into leads. Another added benefit of tagging is that you can always take the tag off and manage the individual as a standard customer. Lastly, for those that need reporting on this, you can create a custom field for anyone who is a contact that's a lead. Hope this helps!

    0
    Comment actions Permalink
  • Hi Denise! We understand how important this is. As Anthony commented, we are planning this. Hopefully you understand the unpredictable nature concerning releases which prevents us from pinpointing a date for this feature yet. Everyone in the community will definitely be the first to know as we get closer.

    0
    Comment actions Permalink
  • Ditto what everyone else has said.

     

    While leads should be the start point since it wasn't available at the birth of the product the only option is to allow this feature despite it traditionally not making sense but as you say would also make sense to optionally be able to delete that contact if they were potentially not going to remain in the system. 

    I am not sure why the feature is difficult to implement if it exists across different post types inside Insightly already but look forward to seeing it. 

    0
    Comment actions Permalink
  • @Julian - Thank you for checking in! 

    While this is a feature we're considering, we don't have an estimate as to if/when this will be implemented. 

    Once we know anything, we're definitely update our users. 

    Thank you!

    0
    Comment actions Permalink
  • Would really appreciate it if this could happen sometime in the near future! Getting very frustrated with not being able to convert a contact into a lead. Insightly - Please Help Us Out!!!! 

    0
    Comment actions Permalink
  • Hey folks, I absolutely understand that desire for the implementation of this feature. 

    Since we don't have an estimate if/when this type of feature will be added, I can offer some information and workarounds in the meantime to assist. 

    As a note, we view leads as the first step in the process with Insightly and typically, leads are added first and then converted to Opportunities when they move ahead in the sales process. A contact record is created during this time if there isn't already one. 

    If you have contacts that you would like to have as leads again, you can export those contacts and re-import them as leads. 

    First, to export only a subset of records, you'll want to filter your records and select the ones you wish to export. Once you select them click "More" and then "Export". This will export only the selected records. Note: Clicking the export link on the far right of the page will always exports all of your records. 

    If you need any assistance with importing those records back in, please check out our Importing Guide: We have a number of helpful articles and a video about the import process. Here is a link to our comprehensive Import Guide, which is what I recommend you look through first.

    The article How do I import data into Insightly? covers the basics, as does this video on importing in our Insightly University.

    I hope this helps!

    Have a great day!

    0
    Comment actions Permalink
  • HI Jessica,

    While I appreciate the work around it is still very disappointing that there is no clarity on a resolution to this.  Insightly have dangled a carrot to users with a good development then made it highly inconvenient to utilise. I am most concerned with the fence sitting statement of "if" you will implement a resolution!! Without the confidence that this significant issue for existing users will be rectified it may just be easier to export all of our data out of Insightly and not have to deal with this frustration.

     

    Iain

    0
    Comment actions Permalink
  • Hi Jessica,

    are there any updates on this? 

    I've just downloaded a trial and love insightly so far but wanted to change some contacts to leads and was very disappointed that it's not possible (without the work around) or is it and I just haven't figured it out yet? 

    What about the other way round? Lead to contact works right? Didn't get that far yet to figure that out. 

    Claudia

    0
    Comment actions Permalink
  • Hi Amanda, I have Claudia's response:

     

    Great Thanks!

    0
    Comment actions Permalink

Please sign in to leave a comment.