- ConstructionOnline Knowledge Base
- Contacts
- FAQ: Contacts
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Contacts
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Lead Tracking
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Opportunities
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Projects
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Estimating
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Change Orders
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Client Selections
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Purchasing
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Invoicing
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Items Database & Costbooks
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Accounting Integrations
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Scheduling
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Calendars
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To Do Lists
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Punch Lists
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Checklists
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Daily Logs
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GamePlan™
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Time Tracking
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Files & Photos
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Company Reporting
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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SuiteLink
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CO™ Mobile App
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ConstructionOnline API
How do I convert a Contact from one type to another?
To convert a Contact, navigate to Contacts using the Left Sidebar. Then, right-click on the specific Contact, and select the option "Convert to....". If you do not see an option to convert to a specific type of Contact, it is likely that the conversion is not possible. A full list of possible conversion types can be found here.