Objective:
- Can I Turn a Company into a Contact?
- Can I change a Company and turn it into a Client?
- Turn a Contact into a Company
- Convert a Company into a Person Contact
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Navigate to the Contact you would like to change
- Click Edit contact at the top right corner
- At the top left of the page, click either Person or Company and fill in the appropriate info
- Click Save contact