Hello,
We have had multiple opportunities added to Acumtica but technically they should be leads. Is there a way to convert the opportunities back into leads?
Please advise on the best way forward.
I look forward to hearing your ideas.
Thank you for taking the time to answer my question.
Best answer by VladS
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Hello
Here’s what I was able to do in my Instance, I’m using Winnifred Smitham as my example Lead / Opportunity. Navigate to the lead that you would like to convert back and select “Open” and choose a reason.
Next, you can navigate to the opportunities, find the opportunity that you’re trying to remove and select “Delete”.
Theoretically, this should change the Status of the Lead back to Open and the opportunity associated should be gone. Let me know if this helps! Thanks,
+12
Hi
You can unlink the opportunity from Lead Relations and clik on Open,
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