FAQ: Managing ClientLink and TeamLink Contacts
      Back to home
      1. ConstructionOnline Knowledge Base
      2. Contacts
      3. FAQ: Managing ClientLink and TeamLink Contacts

      I accidentally added my client as a TeamLink Contact. Can I convert it?

      Yes! Converting Contacts in ConstructionOnline is very simple. Within your Contacts list, right-click on the Contact you wish to convert and choose the "Convert to [New Contact Type]" option from the dropdown menu. 

      ClientLink Contacts can be converted to Leads or to TeamLink Contacts. TeamLink Contacts can only be converted to a ClientLink Contact.

      Click here for more frequently asked questions (FAQs) regarding the management of ClientLink and TeamLink Users.