convert an employee from a lead to a contact

Logan Haug 1 Reputation point
2022-09-13T19:33:24.33+00:00

How do I convert an employee from a lead to a contact. The goal is to have the employee (who is an AE named Amanda Orvin) receive the marketing emails as a “lead” so she is aware of the marketing materials being sent out “by” her. I want to convert the employee from a lead to a contact WITHOUT losing all the activities in her timeline.

The environment I am in is Marketing Lists>**WS See AEs>contacts

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  1. Jason Sandys 31,291 Reputation points Microsoft Employee
    2022-09-13T21:04:31.87+00:00

    What product exactly is this question specific to? You chose Microsoft Endpoint Configuration Manager co-management as a tag for this question but this is completely unrelated to that. Is this a Dynamics 365 question?

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  2. Logan Haug 1 Reputation point
    2022-09-13T21:19:53.03+00:00

    I'm sorry. Yes, this is for Dynamics 365.

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  3. Simon Ren-MSFT 33,761 Reputation points Microsoft Vendor
    2022-09-14T02:33:25.357+00:00

    Hi @Logan Haug ,

    Thanks for your reply.

    To get accurate help, it is suggested to try to contact Microsoft Dynamics 365 support. Here is the support link:
    https://dynamics.microsoft.com/en-us/contact-us/

    Thanks for your time,

    Best regards,
    Simon


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