Pipeline CRM

    Convert Companies to Customers

    Convert a company into a customer to unlock relationship tracking, key contacts, and health status.

    Company vs. Customer

    What it is

    Company

    Any business or organization you're tracking, whether you've closed a deal with them or not.

    Customer

    A company you've won business with. Converting unlocks customer-only features like Key Contacts and Health Status.

    All customers are companies, but not all companies are customers.

    A customer doesn't have to have a closed deal _in Pipeline CRM_. If you worked with a business before you started using Pipeline, you can convert them too.

    Convert one company

    1. Open the company profile you want to convert.
    2. Click Actions in the upper right corner.
    3. Select Convert to Customer.

    Convert several companies at once

    1. Go to the Companies tab.
    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. Review the confirmation window. It shows how many records will be converted, and skips any that are already customers.
    5. Click Convert.

    A notification appears in the bottom left corner when the conversion finishes.

    Filter the Companies list by the Has Deals column first to find the companies you've already won business with.

    Add a new customer directly

    1. Click the + icon in the top navigation.
    2. Select Company.
    3. In the window that opens, click the Customer button.
    4. Fill in the required fields and click Save.

    Who can see a customer

    Converting a company to a customer does not change who can see it. Your account's existing visibility rules carry over unchanged, and the same rules apply to companies and customers alike.

    To give a teammate access to a specific record, share it — see Share Companies with Your Team.

    Revert a customer back to a company

    Reverting deletes the record's key contacts and health status. That information is not restored if you convert the record back later.

    From the customer profile

    1. Open the customer profile.
    2. Click Actions.
    3. Select Revert Customer.

    From the Companies list

    1. Go to the Companies tab.
    2. Check the box next to each record you want to revert.
    3. Open the More menu and select Revert Customer.
    4. Review what will be deleted, then click Revert.

    Need help? Contact support at customercare@pipelinecrm.com.