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.

 

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