All Categories Contact Module Convert Contact to an Organization

Convert Contact to an Organization

You can convert "Contacts" into "Organizations." When you perform this action, the contact is removed from the contacts list and added to the organizations list.

1. Select the "Contact(s)"

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2. Click on the three-dot menu located on the right side of the list and select "Convert to Organization"

The contact will be removed from this list and will now be part of the organizations list.

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3. To view the contact that was converted into an "Organization," click on "Organization" in the main left menu

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