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Converting People back to Leads

  • 12 October 2021
  • 2 replies
  • 16 views

Hey all, 

 

I have a load of People that maybe in the past we worked with but would like to move them back to a lead. Can I do this within Copper? I know one solution could be to export into excel and then clean it up and import and clean things up that way but I am afraid of that type of thing. 

 

Thanks! 

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Best answer by Michelle from Copper 12 October 2021, 23:47

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Userlevel 5
Badge +4

Hi @CGAgency, Leads → People is currently a one-way street, meaning we’re not able to convert People back into Leads. If this is something you’d like to see in the future feel free to post it as an Idea.

Your best bet is with the export and re-import. You mentioned you’re a bit afraid to do that - if you let me know why maybe I can provide some guidance or tips!

Hope that helps,

Michelle

Userlevel 4
Badge +3

@CGAgency your best bet would be to update this popular idea:

https://community.copper.com/ideas/ability-to-convert-a-person-opportunity-data-back-to-a-lead-168

And to share your thoughts as a comment 👌

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