Skip to main content
Answered

How to convert users to leads?


  • 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 👍

View original
Did this topic help you find an answer to your question?

2 replies

  • 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 👍


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

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


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings