Preserve Notes When Converting Contacts to Leads
Discover how to preserve notes and tasks when converting contacts back to leads in Zendesk Sell.
What happens to notes and tasks when converting contacts back to leads?
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 retained. To keep these notes and tasks, consider using the tagging method. By tagging contacts as 'lead', you can maintain all associated notes and tasks while still identifying them as leads.
More related questions
How can I convert a contact back to a lead in Zendesk Sell?
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,…
Can I use tags to manage contacts that should be leads?
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…
What are the steps to export and reimport contacts in Zendesk Sell?
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…
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