As you migrate your data to Nimble, you may notice that some entries have been added as contacts when they should be companies or vice versa. When this happens, Nimble provides a quick and effective way to convert a contact to a company from the contact record.
With the Company Conversion capability, you can easily change a Contact to a Company (and vice versa) directly from a Nimble contact record.
How to Change a Contact to a Company
From the Nimble contact record, select the three dots at the top of the screen. Scroll down to the “Convert to Company” option.
NOTE: When converting a Contact to a Company, the "Organization" and "Title" fields will be lost.
You can also change a Company to a Contact using the same steps.
To learn what other features are offered on a contact record, please take a look at the following: Nimble Contact Record
Changing a Contact to a Company from the Nimble Prospector Browser Extension
In addition to changing a Contact to a Company from the contact record, you can also update the record type directly from the Nimble Prospector app.
The steps are similar to those for changing the record type from the contact record. Simply click on the three dots in the top right-hand corner of the browser extension and select the "Convert to Company" option.
For more information on how Nimble works for you everywhere on the web, click here.
If you have any questions, please write us at email@example.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.