My status

My backup memory

Thứ Năm, ngày 31 tháng 10 năm 2013

Convert Account or Contact record back to Lead?

For the accounts, if you really want them back as leads, I would use the Export to Excel feature. Then save, the file in csv import and then use the CRM import tool to birng the records in as leads.

To change a lead to an account, user the qualify action on a lead record. You can the create an account and opportunity.

Không có nhận xét nào:

Đăng nhận xét