Question

How convert an opportunity to leads?

  • 21 December 2021
  • 2 replies
  • 24 views

I know it can be strange but it make sense for us that a lead become an opportunity and finally has to move back to a lead.

Though is there an automatic way to convert opportunities back to leads? 

If not, can you add this feature? 


2 replies

Userlevel 5
Badge +5

Hi @JohnJohn, thanks for posting! In the Copper system, Lead → Opportunity is a one-way street, so you are not able to convert someone back to a Lead.

We do have an active Idea post about this - I recommend you give it an upvote. That way we can notify you when there’s an update.

Have you thought about adding a new dropdown on Opportunities to cover this scenario? It’s not quite the same as what you’re asking, but at least you would be able to categorize and filter out those Opportunities.

Thanks John!

Userlevel 1
Badge

Another alternative is to build a (Zapier) workflow that can be triggered when certain criteria are met. Happy to discuss if you need this urgently. 

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