;)
;)
;)
I would like to make a wishlist recommendation:
We have sales folks that inadvertently move leads to contacts or accounts. Is it possible to add a GUI to reverse the changes?
Discuss Lead Management
Convert Account/Contact Back to Lead
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1.
3/13/2008
10:35 AM
EDT
That's a great suggestion. I think we do have that functionality through the GUI, but for some reason it is embeded in Action Plans.
Here's a post that has the details for the original feature "Revert Account" feature:
http://www.concursive.com/ProjectManagementIssues.do?command=Details&pid=78&iid=1728&cid=92&resetList=true
So for now that capability only exists for Accounts with Action Plans, and can only be found on the "Home > Action Plans" page.
I think the proper behavior is to have it available for all accounts or contacts that were created by converting a lead. And the option should be found everywhere a user can modify an Account\Contact as long as they have sufficient privileges.
2.
3/13/2008
3:27 PM
EDT
Thanks Lorraine. I didn't realize that it may be embedded through Action Plans.
I let my sales guys know that there is hope for them ;)
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