Revert a Qualified Contact to a Lead
If you accidentally qualified a contact, you can revert the record back to a lead.
This removes all relationships for the
contact with
projects,
opportunities, or
firms, and places the lead in an open status so that it can be qualified again at a later date. This does not remove associations with
employees, activities, and campaigns.
To revert a qualified contact back to a lead:
- In the Navigation pane, go to the Hubs section and select Contacts.
- Use the search field above the contact name to search for and select the qualified or disqualified contact that you want to revert back to a lead.
- Locate the Qualified Status field on the Summary pane and click Revert to Lead. Or, on the Actions bar click . Any projects, opportunities, or firms associated to the contact are removed. This does not remove associations with employees, activities, and campaigns.
- Save your changes.