No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Converting Companies & Contacts

  • You can quickly convert a Company to a Contact (or vice versa) by selecting a record/s using the radio buttons on the left and then pressing the ‘convert’ button below the Activity Toolbar.

Converting Contacts

 

Converting Companies

 

  • You can also convert a record using the toolbar button on Companies and Contacts.

Convert a Company to a Contact

 

Convert a Contact to a Company

 

  • You’ll then be prompted to confirm the conversion – click OK to proceed.

  • Once a record has been converted, you will see an entry on the Timeline of the new record, indicating that it was created by conversion.

A Company converted from a Contact

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
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