Within Prospect CRM, you can create either a Business Contact or a B2C Contact. A Business Contact should be used when creating a brand new company within your CRM for traditional B2B relationships. B2C Contacts would be created for consumers that buy directly from your business.

Sometimes, you may create an individual thinking that you'll have a B2C relationship with the contact, but ultimately they end up registering their business with you. As a result, you may need to convert their Individual Contact into a Business Contact instead. Or, you may have created a Business Contact for an individual in error and need to convert them to the correct record type.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Open Further Options Menu

To convert your record type, open the Contact you'd like to convert and click the three dots in the top right-hand corner to open the further options menu and select 'Convert to B2B' or 'Convert to B2C' (depending which you require).

Step 2: Assign Contact to Company (Converting B2C to B2B Only)

If you're converting a B2C Contact into a B2B Contact, then you'll need to either assign the Contact to an existing Company, or create a new one. If you're assigning the Contact to a Company that already exists, simply click the pencil icon to search for this. If however you're creating an entirely new Company, simply give this Company a name. Once happy with your selection, click 'Convert'.

Step 3: Delete Company or Keep Company (Converting B2B to B2C Only)

If you're converting a B2B Contact into a B2C Contact, you can choose to either delete the Company that this Contact is under or keep it. Once happy with your selection, click 'Convert'.

Did this answer your question?