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Xinpei Deng
Change opportunity back to lead
Accounts & Contacts
User should be able to change lead, opportunity and account to each other. We have an lost opportunity now comes back as a lead but I am able to convert the opportunity back to lead just like when you convert a lead into an opportunity. I understand the process of keeping a lead in the status untill it is qualified and turn into a solid opportunity but when the above situation happened, it is not very convenient. NetSuite has the option of changing a record into different status from contact, lead, opportunity to customerm, which I found more convenient in this case. As long as the process and defination of each stage is clear, I don't see why not to enable the function. Now, I have no choice but to create another lead.
Merge Idea · Flag
Sean Poynter - 4 months ago
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.
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