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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Creating Customer Record from Contact Record
Is there a way to create a lead/prospect/customer record from an already existing contact record? I know how to connect an existing contact to a customer record when the customer is a company, however, many of the customers we work with are individuals, and we need the ability to convert a contact into a customer.
For example:
Lucy Adams is a business contact. She suddenly decides that she would like to utilize our services. How to we create a customer record from her already existing contact record? Is this even possible?
Thank you!
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