At the moment, there is not a way to convert a Contact into a Lead; however, this is a commonly requested feature enhancement, and according to this community post, we have planned to implement it in an upcoming release.
Hi Dave. As Nate mentioned, the ability to convert a contact to lead is coming very soon. Definitely follow this Leads before the Leads Management Feature post so you'll be alerted when it's announced. Thanks!
Please. I imported 1500 contacts from a list i've been developing for 20 years. Some of those contacts have changed jobs several times and now some of them are fresh leads.
I'm afraid there's been an update since I last posted. After careful investigation on how a contact to lead feature would break a lot of existing links to related records, and knowing that our lead feature was designed to be a traditional sales lead (where you do not have an existing relationship), the conclusion was made not move forward in creating a dedicated feature that converts contacts into leads. Our CEO offers the best, and most thorough explanation here.
If you have contacts to turn into leads there are 2 options to explore:
1. Create a contact list filter for contacts you wish to change, export them as a CSV file and use these guidelines to import them as leads.
2. This second work around comes from a customer. They have had success by going into the Contact, going to the Email tab, clicking an email from the contact, and then creating a Lead from that email and updating the new lead accordingly.
Thank you for posting and for bringing this to our attention so I could follow-up.
Hi everyone - Just following up on this suggestion. In the event you missed February's product update and Maria's official comment, I wanted to make sure you knew that we released the ability to change a contact to a lead. Thank you!
Comments
Hi Jen,
At the moment, there is not a way to convert a Contact into a Lead; however, this is a commonly requested feature enhancement, and according to this community post, we have planned to implement it in an upcoming release.
Cheers!
Nate
when can we expect this release, this option to convert from contact to lead is very important to work flow
Hi Dave. As Nate mentioned, the ability to convert a contact to lead is coming very soon. Definitely follow this Leads before the Leads Management Feature post so you'll be alerted when it's announced. Thanks!
Please. I imported 1500 contacts from a list i've been developing for 20 years. Some of those contacts have changed jobs several times and now some of them are fresh leads.
Hi Rick,
I'm afraid there's been an update since I last posted. After careful investigation on how a contact to lead feature would break a lot of existing links to related records, and knowing that our lead feature was designed to be a traditional sales lead (where you do not have an existing relationship), the conclusion was made not move forward in creating a dedicated feature that converts contacts into leads. Our CEO offers the best, and most thorough explanation here.
If you have contacts to turn into leads there are 2 options to explore:
1. Create a contact list filter for contacts you wish to change, export them as a CSV file and use these guidelines to import them as leads.
2. This second work around comes from a customer. They have had success by going into the Contact, going to the Email tab, clicking an email from the contact, and then creating a Lead from that email and updating the new lead accordingly.
Thank you for posting and for bringing this to our attention so I could follow-up.
Hi everyone - Just following up on this suggestion. In the event you missed February's product update and Maria's official comment, I wanted to make sure you knew that we released the ability to change a contact to a lead. Thank you!
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