Batch Option for Converting Contacts to Accounts
You may have marketing contacts in your CRM without associated accounts. An easy way to find out is to run the Contacts without Accounts filter from the Contacts home page.
If those contacts are ready to be put into the sales process, you will need to create accounts for those contacts.
From May 2020 release, we are providing a batch operation to convert multiple contacts into accounts.
From the Contacts List View, choose the contacts that are ready to be entered into the sales process > Click on More menu > Click Convert to Accounts.
In the Batch Convert to Accounts screen, enter this information:
- Workflow: Required. Choose the workflow for the accounts.
- Status: Required. Choose a status for the accounts.
- Sales Rep: Required. Choose the assigned sales rep for the accounts.
- Add to Group: Optional. Choose a group if you want to assign a group to the accounts.
- Note: Optional. Add a note to the accounts. For example, you can add a note explaining why these contacts are being converted to accounts.
- Check the Notify Sales Rep checkbox to notify the assigned sales rep.
