> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to change a lead into a business contact

> A written walkthrough of the video showing how to move a lead into business contacts as a referral partner, without deleting and starting over.

This is the written version of a short video showing what to do if you added a realtor (or any other referral partner) to your leads when they should have been a business contact instead.

Prefer to watch it instead? Here's the video:

<iframe width="100%" height="400" src="https://www.youtube.com/embed/2Gy8s3XO0Z4" title="How To Change a Lead Into a Business Contact" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

For the full list of bulk actions on the leads list, see [Sales Pipeline](/mortgage-crm/sales-leads). This page just follows the video.

## Moving a lead to a business contact

<Steps>
  <Step title="Find the lead">
    Go to your sales pipeline, open **All Leads**, and find the person who should actually be a referral partner.
  </Step>

  <Step title="Select and move">
    Check the box next to them, then choose **Move to Contact** from the bar of bulk actions.
  </Step>

  <Step title="Fill in the details">
    Pick the contact type (realtor, investor, insurance agent, title, or any other partner type), set yourself as the primary loan officer, and add any collaborators.
  </Step>

  <Step title="Confirm the move">
    Check the confirmation and move them over. They get pushed into the referral partner section you picked.
  </Step>
</Steps>

This works for any partner type — realtors, investors, insurance agents, title, and so on.

<Warning>
  **Move to Contact** is not a copy. The lead becomes a business contact and the original lead record is permanently deleted — see [Sales Pipeline](/mortgage-crm/sales-leads) for the full warning.
</Warning>

<Note>
  If you're creating a referral partner from scratch instead of converting an existing lead, do that directly from **Business Contacts**, or from inside any partner pipeline. See [Build a Pipeline For Your Real Estate Agents](/faq/build-agent-partner-pipeline).
</Note>

## Related

* [Sales Pipeline](/mortgage-crm/sales-leads)
* [Build a pipeline for your real estate agents](/faq/build-agent-partner-pipeline)
* [Partners Overview](/mortgage-crm/partners-overview)
* [How to Videos](/faq/overview)