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Customers/Leads

Last post 01-02-2014 8:40 AM by Method_Greg. 1 replies.
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  • 12-31-2013 11:54 AM

    • sjk
    • Not Ranked
    • Joined on 12-31-2013
    • Posts 3

    Customers/Leads

    Is it possible to change a customer to a lead? 

  • 01-02-2014 8:40 AM In reply to

    Re: Customers/Leads

    Hello sjk,
          There is no way of converting a Customer to a Lead.  Once they are customers, they are in QuickBooks.  You will have to delete the customer in QuickBooks and Method and re-input them as Leads.
          The easiest way is to export the customers who are to be leads and then delete the customers.  Then it should be a simple import back onto the Leads.  There is another forum post on this here.

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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