Convert Individuals to Companies
Use this procedure to convert Individuals to Companies. Maximizer copies the entire contents of the Individual to a new Company entry with the Individual converted to a Contact for the Company. All data is converted, including the Individual’s Contacts. The original Individual is automatically deleted in the process.
You can convert a single Individual, or you can select multiple Individuals to convert them all at the same time.
- Click on the Individual entry to make it the current entry.
– or –
Select multiple Individual entries.
- Click the checkbox to the left of entries.
- Select Edit > Convert Individuals to Companies.
– or –
Right click and select Convert Individuals to Companies.
- Click OK to confirm.