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Answered

How to convert users to leads?

  • June 26, 2022
  • 2 replies
  • 374 views
R
  • Ron H
  • New Participant
  • 1 reply

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

Best answer by User677

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 👍

2 replies

U
  • User677
  • Connector
  • 8 replies
  • Answer
  • June 27, 2022

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
  • Ron H
  • Author
  • New Participant
  • 1 reply
  • June 27, 2022

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


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