Converting contacts from Person to Organization

Changing the Contact Type without having to delete and re-import

If a contact was supposed to be imported as an Organization type of contact but was imported as a Person instead, there is a way to change the contact's type from Person to Organization, without having to delete them first and then re-import them as a Person type.

On the contact preview, click on the '•••' button across the contact's name and then select Convert to organization.

 

About the author

Klarissa DjajalieKD
Klarissa DjajalieCustomer and Product Marketing

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