All Categories Contact Module Convert Contact to an Organization

Convert Contact to an Organization

You can convert "Contacts" to an "Organizations"

1. Select the "Contact(s)"

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2. Click on the 3 dots menu and select "Convert to Organization"

The contact will be removed from this listing, and will now be part of the organization listing.

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3. To view the contact that was converted to an "Organization" click on "Organization"

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