Revert a job back into a lead | Feature Requests

Revert a job back into a lead

David MacNeil

There should be a feature to revert a job that was originally converted from a lead, back into a lead.

April 22, 2025

Shane Rives

not sure if a comment will help here... but WE need this ASAP so we can properly manage leads....

Also, an easy way to create a lead off a job.... ie: ran a 79 diagnostic. Gave customer options to replace. Those replacement options need to be moved/created as a lead for additional follow-up management.

Mitchell Vizcaino

This causes the lead turned to job to be forgotten about. This happens way too often

Melody

I agree, on occasion I’ve turned a lead to a job when should not have