To convert a contact back to a lead in Zendesk Sell, you have two main options. You can either export and reimport your contacts or use tags to indicate which contacts are actually leads.
For the first method, export your data from Zendesk Sell, locate the contacts you want to revert in the CSV file, and move them to a new spreadsheet. Then, reimport these records as leads. Keep in mind that this method does not preserve any notes or tasks associated with the contacts.
Alternatively, you can tag your contacts as 'lead' to filter them easily. This method allows you to keep any notes and tasks intact. For more details, check out the originalZendesk help article.
When converting contacts back to leads, notes and tasks may not be preserved if you choose to export and reimport your contacts. If you export your contacts and reimport them as leads, any notes or tasks associated with those contacts will not be…
Yes, you can use tags to manage contacts that should be leads in Zendesk Sell. This method helps you identify and filter contacts easily. To do this, edit the contact profile information and add a 'lead' tag. This allows you to filter your contacts…
To export and reimport contacts in Zendesk Sell, follow these steps. First, export your data using the instructions provided in Zendesk Sell. Once you have the exported CSV file, locate the contacts you want to revert to leads and move them to a…