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Making a Company from an existing contact

Copper Contributor
Posts: 172
Country: USA

Making a Company from an existing contact

Im working with an existing database - I dont see an option to turn an existing contact, into a company (so that my company list is populated)

 

Could someone let me know how to do this?

 

New Member
Posts: 5
Country: United States

Re: Making a Company from an existing contact

Once you have a contact, you can go under Company and look for the Create Company from Contact label. You cannot do this immediately upon creating the contact. You have to step out of the contact and back in. Strange quirk.

Copper Contributor
Posts: 172
Country: USA

Re: Making a Company from an existing contact

Should be there right under the comapy tab "convert contact to company"
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Making a Company from an existing contact

It's not a conversion... it can create a company record seperate, but linked to the contact