Can I convert a Contact from one type to another?

Yes! However—only certain Contacts can be converted from one type to another. 

• ClientLink Contacts can be converted to TeamLink Contacts, and TeamLink Contacts can be converted to ClientLink Contacts.
• Leads can be converted to ClientLink Contacts.
• Basic Contacts can be converted to Leads. 
• Company Contacts can be converted into Company Admin Users.

Any other contact conversions are not possible in ConstructionOnline. For instructions on how to convert a Contact from one type to another, visit this FAQ.

Click here for more frequently asked questions (FAQs) regarding Contacts.