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Customer Forum

Case to Lead

Dan Posted: 2017-06-29 13:33

Is it possible to convert a case to a lead, if a user submits the wrong form for instance?

Tigya (Workbooks Online) Posted: Thu, 06.07.2017 - 10:15

Hi Dan,

Thank you for your query.

This is not possible to do, you will have to manually create a new Sales Lead based on the information from the Case.
 

Kind Regards,

Tigya