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Converting an Individual to a Company record
If you have an individual record that should actually be a company, making the change is easy:
- Select the person record in question.
- Click Work With.
- Choose the option Convert to Company at the bottom of the page.
- Select the Company Type.
- Include the company's name, this will overwrite the previous name you had.
Note: Once an individual record has been converted to a company record, it cannot be reversed.