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Convert Companies to Customers in Bulk

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Maria Herrell
Updated 2 weeks ago
Select multiple companies and convert them to customers in just a few clicks.

  1. Go to the Company section.
  2. Check the box next to each company you want to convert.
  3. Click Convert to customer in the toolbar that appears above the list.
  4. Confirm the action when the confirmation message appears.
Need help? Contact support at [email protected]. 
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