Convert to Leads

iCRM provided a way to cleanup or streamline your Contacts list by the feature Convert to Leads.

The feature is accessible from the Accounts module as all Contacts under that account will be converted back to Leads.  The Account record may or may not be deleted. 

After conversion, any associated objects and relationships to each of the contacts will be retained on the created leads record.

Follow the steps below to Convert a Contact record.

Step	Action	Comment
1.	Select Accounts from the Module Tabs.
2.	Open the specific Account record.
3.	Click Convert to Leads from the Action bar.
4.	A dialog box displays. Tick off "Delete Account" check box if you want the Account to be deleted after conversion. Click Proceed with Conversion to confirm, otherwise, Cancel to stop conversion.
5.	After conversion, Leads list displays.
	A new lead record will be created for each of the Contacts under that Account. All Contacts system field will be converted to all Leads system fields.	All other records that were associated with the original Contacts record will be associated as well. All relationships that were set with the original Contacts record will be retained as well.