Overview
Sometimes a conversion may fail (e.g. due to missing required data). Have a process to detect, alert, and correct these errors.
Steps
In your workflow or API script, check the success status of the conversion call.
If it fails, automate an Internal Notification or Error Log entry with details.
Create a task for a rep to review and manually fix the lead data.
After correction, retry conversion manually or via your script.
Update the lead’s Notes tab indicating the rollback and fix.
Tips
Configure your Workflow to catch exceptions and route them to a “Conversion Errors” queue.
Standardize the error messaging so your team can quickly identify missing or invalid fields.
Periodically audit your error logs to discover systemic data‑quality issues.