How to Convert Multiple Entries from Individuals to Companies/Contacts

Updated 2 years ago by Celina Kwan

  1. Select the entries you are looking to convert (Same as global edit, you are only able to convert one way for all entries).
  1. Click Edit –> Convert Individual to Companies/Contacts.

Please note, if you are selecting Convert Individuals to Contacts, You will be asked to select which company from your database entries you wish to associate these contacts with.
If you want to Convert several individuals to Contacts to be associated with multiple different companies, these conversions will need to be completed separately as you can just select one company at a time to associate these newly converted contacts with.
  1. Click OK.

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