Luke Ridgway

Unconvert a Lead

Discussion created by Luke Ridgway on Jul 29, 2020

I was stuck on this, then did it this way...  posting here hoping it helps you now :-)

 

First I did it via exporting the leads I wanted.  Then changed Converted from 1 to 0 for each row in my exported .csv.

 

However as the Leads import only needs 1 mandatory field to be mapped you can simply create a .csv (UTF8 Comma Seperated) with 2 headers:

 

Last Name & Converted:

 

 

Set Converted to 0 for each row.

Import. Done.

 

You could also add other Column Headers - for example Status as I expect you wish to change that to something else if you are reading this...  I plan to do that in my real one, first was just a test.

 

BUT - This will not affect any records created during the conversion process: Contact, Account, Opportunity - or any others you have configured in Convert Lead

This method will only affect the Lead.

 

Additionally

See the Leads Import Notes for info on the name fields when importing:

 

Hope this helps though,

Luke.

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