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
Go to the
Matterssection on the left sidebar menu.Locate the converted matter that you want to convert back to a lead and open it.
In the
Quick Actionssection of the matter, selectConvert back to a Lead.Choose the
destination stagein leads and clickConvert.