Companies and converting to Accounts

Companies and converting to Accounts

Converting a single Company

After navigating the search (either Map, List or Table View) and opening a Company of interest, click on the 'Create Account' button in the top left-hand corner:



Single Account creation pop-up

The owner will automatically default to you, but you can select another user in your system to assign the new Account to by using the drop-down:



Enter an Account Name if you want to name it in a meaningful way for you/your team. If you do not enter a name, the system will autofill the Account Name with the Company Name.

Click 'Create Account':



After you have created the Account, a link to access it will be visible against the Company (without leaving the window) by scrolling down to the 'Accounts' section:



Click on the Account Name to access this record:



Converting multiple Companies at a time 

To convert multiple companies at a time, use the 'Table View' and select the records you want to convert:



Then click the 'Create Accounts' Button:



Multiple Account creation pop-up

You will be able to select/assign the owner, but you cannot name these individually on conversion, it will automatically fill the Account Name with the Company Name:



To get to the Account, either open each Company record and click on the Account Name in the  Accounts section or click to the Accounts tab in your CRM to see them listed:



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