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.

Converting a matter back to lead

To convert a matter back to a lead, follow these simple steps:

  1. Go to the Matters section on the left sidebar menu of your system.

  2. Find the recently 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".

By following these steps, you can quickly and easily convert your matter back to a lead, allowing you to resume your lead management process without interruption.


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