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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I convert a co...
Microsoft Dynamics CRM (Archived)

How can I convert a contact into a Lead in CRM

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Posted on by vikramd80 35

Not sure if anyone has faced this scenario, but what is the best way to convert a contact into a lead in Microsoft Dynamics CRM 4.0

 We basically got back from a trade show and have about 200 business cards that we would like to enter as leads. We scanned these business cards into Outlook, and they are now Outlook Contacts. We can track them in CRM and convert them to Contacts in CRM 4.0

 But how can I now go ahead and convert them to a lead?

 Any assistance will be much appreciated.

 In anticipation,

 Vikram

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I have the same question (0)
  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at

    Hi Vikram, CRM doesn't support the conversion of contacts into leads. So the best thing to do is to export the contacts from CRM and then delete the CRM contact records. Then import the records into CRM as leads.

    Regards, Neil

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Another option would be to create a contact type of 'scanned lead' or some other meaningful name and then isolate them with Advanced Finds until they are qualified. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/

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