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Reverse moving a Lead to Pipeline

  • 12 September 2022
  • 3 replies
  • 15 views

I have accidently converted a couple of Leads into my Pipeline. This was an error and I need to move them back into Leads. 

Is there an easy way to do this? Or do I need to delete from the Pipeline and re-enter as Lead? 

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Best answer by Michelle from Copper 12 September 2022, 17:24

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Userlevel 6
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Hi @Chanrz, thanks for posting! We don’t currently have a way to un-convert a Lead. The best thing to do is exactly as you said - re-enter the Lead and delete it from the Pipeline.

Thanks for the reply Michelle. 

Its a shame there isn't an easier way. But appreciate it. 

 

Chantel 

Userlevel 6
Badge +5

@Chanrz I totally understand. We do have an open Idea for a feature to basically un-convert a Lead. If you upvote that Idea thread, we can notify you with any updates.

 

Let me know if you have any additional questions. In the meantime, I’m going to mark my original response as “Best Answer” so that others can find it easily.

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