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How to Convert a Matter Back to a Lead?
How to Convert a Matter Back to a Lead?

Learn to convert matter back to lead & resume lead management.

Maninder Kaur avatar
Written by Maninder Kaur
Updated yesterday

If you've converted a lead to a matter mistakenly or due to a false alarm, don't worry; you can easily convert it back to a lead. However, note that only leads that were previously converted into matters can be converted back to leads.

Note: Matters that were directly created in the system cannot be converted to leads.

Steps to Convert a Matter Back to a Lead

  1. Go to the Matters section on the left sidebar menu.

  2. Locate the converted matter that you want to convert back to a lead and open it.

  3. In the Quick Actions section of the matter, select Convert back to a Lead.

  4. Choose the destination stage in leads and click Convert.


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