Answered

How to convert users to leads?

  • 26 June 2022
  • 2 replies
  • 152 views
R

Hi, I imported leads from a conference, but all of them came in as users. How do I change them to leads?

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Best answer by User677 27 June 2022, 05:09

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2 replies

U

Hey - there's no way to mass-convert users to leads. And even via the API, this isn't possible. You can only merge a lead into a user.

 

You'll need to archive the users and re-import the list as leads. The default selection when importing via a csv is to create users, so you might have just missed that. Be sure to select create leads, then your import will be leads 👍

R

Thanks! Haven't met a product this frustrating since Salesforce 😅​

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