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Converting Contact into lead

A regular contact has turned into a lead, but not quite an opportunity yet. How can turn a contact to a lead?

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6 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

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  • when can we expect this release, this option to convert from contact to lead is very important to work flow

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  • 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!

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  • 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. 

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  • 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.

     

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  • 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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