I Accidentally Created some Companies instead of placing them in Leads

Is there a way to convert the info I input under Companies and make them Leads? Thanks, Vin



  • Official comment

    Hi Vin,

    You can do this by exporting those Companies and then importing them as Leads, then deleting the Company records.  You will have to take into consideration the field differences between Leads and Companies.  This article walks through the import process.  There isn't a way to convert the Company record back to Leads, so export, import, then delete is the best option.

Please sign in to leave a comment.

Add Comment

Didn’t find what you were looking for?

Ask our community of experts on the Copper forum.

Submit a Post