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<?xml-stylesheet type="text/xsl" href="http://forums.method.me/cs/utility/FeedStylesheets/rss.xsl" media="screen"?><rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:slash="http://purl.org/rss/1.0/modules/slash/" xmlns:wfw="http://wellformedweb.org/CommentAPI/"><channel><title>Method:Classic General Q&amp;amp;A</title><link>http://forums.method.me/cs/forums/13.aspx</link><description>Ask technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.</description><dc:language>en</dc:language><generator>CommunityServer 2007.1 SP2 (Build: 31113.47)</generator><item><title>Re: Customers/Leads</title><link>http://forums.method.me/cs/forums/thread/20416.aspx</link><pubDate>Thu, 02 Jan 2014 14:40:15 GMT</pubDate><guid isPermaLink="false">3393c1ec-311b-4812-96cb-ad8c611bba4f:20416</guid><dc:creator>Method_Greg</dc:creator><slash:comments>0</slash:comments><comments>http://forums.method.me/cs/forums/thread/20416.aspx</comments><wfw:commentRss>http://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&amp;PostID=20416</wfw:commentRss><description>&lt;p&gt;&lt;span style="overflow:hidden;" id="mce_0_start"&gt;Hello sjk,&lt;br /&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp; There is no way of converting a Customer to a Lead.&amp;nbsp; Once they are customers, they are in QuickBooks.&amp;nbsp; You will have to delete the customer in QuickBooks and Method and re-input them as Leads.&lt;br /&gt;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp; The easiest way is to export the customers&lt;span style="overflow:hidden;" id="mce_8_start"&gt; who are to be leads&lt;/span&gt;&lt;span style="overflow:hidden;" id="mce_6_start"&gt;&lt;/span&gt; and then&lt;span style="overflow:hidden;" id="mce_9_start"&gt;&lt;/span&gt;&lt;span style="overflow:hidden;" id="mce_9_start"&gt;&lt;/span&gt; delete the customers.&amp;nbsp; Then it should be a simple import back onto the Leads&lt;span style="overflow:hidden;" id="mce_7_start"&gt;&lt;/span&gt;.&amp;nbsp; There is another forum post on this &lt;span style="overflow:hidden;" id="mce_3_start"&gt;&lt;/span&gt;&lt;a href="http://www.methodintegration.com/cs/forums/p/3405/13071.aspx"&gt;h&lt;span style="overflow:hidden;" id="mce_2_start"&gt;&lt;/span&gt;&lt;span style="overflow:hidden;" id="mce_1_start"&gt;&lt;/span&gt;ere&lt;span style="overflow:hidden;" id="mce_3_end"&gt;&lt;/span&gt;&lt;/a&gt;.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style="overflow:hidden;" id="mce_0_start"&gt;&lt;/span&gt;&lt;/p&gt;</description></item><item><title>Customers/Leads</title><link>http://forums.method.me/cs/forums/thread/20407.aspx</link><pubDate>Tue, 31 Dec 2013 17:54:30 GMT</pubDate><guid isPermaLink="false">3393c1ec-311b-4812-96cb-ad8c611bba4f:20407</guid><dc:creator>sjk</dc:creator><slash:comments>0</slash:comments><comments>http://forums.method.me/cs/forums/thread/20407.aspx</comments><wfw:commentRss>http://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&amp;PostID=20407</wfw:commentRss><description>&lt;p&gt;&lt;span id="mce_0_start" style="overflow:hidden;"&gt;Is it possible to change a customer to a lead?&amp;nbsp;&lt;/span&gt;&lt;/p&gt;</description></item></channel></rss>