Can a Opportunity be changed to a Lead?

Question

Hi guys.

I guess I have 2 questions:

1. Can an Opportunity (created as an Opportunity) be changed to a Lead?

2. Can an Opportunity, that was converted from a Lead, be reverted back to a unconverted Lead?

Thanks,

KGM

Kristjan Geir Mathiesen · Accepted Answer

Hi Kristjan, With the stock functionality, I don't see a way to achieve this, however doing this with a customization should be pretty straight forward. I could see this working with a special button added to the recordview, see something like this: http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.7/User_Interface/Views/Adding_Buttons_&hellip; Then in the javascript you could add a REST call with all the needed fields and create a lead / delete the opportunity if no longer needed. Or also with a logic hook where you could add a field "reconvert" and in a before_save logic hook check that field, create a new Lead and copy the values over where applicable / check for the original lead and change the status / delete the opportunity using normal Bean Factory . Is that something that would help for your use case? Thanks, Dennis