Question of the day: Do you need to revert Accounts to Leads

Posted on December 12th, 2006 Mitch Milam  Print No comments

One of my customers is an association whose membership is subscription based ( like most associations ).

They have a business requirement to remove companies that have dropped their membership from the Accounts Entity and add them back to the Leads Entity ( with history, etc. ).

I am curious if others in my audience have a similar requirement to revert an Account and/or Contact back to a Lead.  If you do, and you don't mind sharing, then I would like to know more about how and why your business ( or customer ) has such a requirement and how their process is implemented.

Just drop me a quick email: mitch (at) infinite-x (dot) net.

Thanks, Mitch

Dynamics CRM

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