Skip to main content
We have had some members of our team enter in Leads that should not yet be in accounts. Is there a way to convert them to leads?
3 answers
  1. Oct 20, 2011, 8:44 PM
    One thing that you'll need to keep in mind:  If there are ANY child records related to the Account or Contacts (Activities, Campign History,Opportunties, Cases, Notes, Attachments, custom records, etc.) they will also need to be extracted and then re-parented (if possible) to the Lead records after they are re-Imported.  Once the Account is deleted ALL of the child data will be lost.  
0/9000