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Can I convert companies to customers in bulk?

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Maria Herrell
Updated 1 year ago

Yes! To convert one or more companies to customers at once, select the companies you wish to convert from the Company tab list view. 

The option to convert companies to customers appears above the list if you select one or more companies using the checkboxes.

A confirmation message to convert companies to customers appears when you click to ‘Convert to customer’.



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