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We need to put those that were moved to Contacts back to Leads.  Is there a way to do that?

 

 

Thank you!

3 respuestas
  1. 25 mar 2014, 09:44
    Is this because of a 'data mistake'?  If there's any other reason, I urge you NOT to try to maintain a Leads database and an Accounts/Contacts database. It will result in duplicate data, inconsistent data, and will be confusing to your users, your reports, and any integrated system.

     

    Instead, use Accounts/Contacts and set fields to indicate different categories of records.
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