Can I bulk transfer records from one module to another in Vtiger?
Direct bulk transfer between modules is not available, but you can achieve this in two ways:
- Update Lifecycle Stage: In the Contacts module, you can use the Lifecycle Stage field to mark records as Leads. Alternatively, you can use the Convert Lead option, which keeps the record in Contacts but shows it as a Lead.
- Export and Re-import: Export the required records (either through Reports with selected columns or by creating a Lead export template). After exporting, delete the contacts and re-import them into the Leads module. This way, they will exist as Leads instead of Contacts.