Is there an easy way to convert a contact an account?

I just stated configuring CRM 1.2. I imported my contacts from outlook. Many
of the Outlook contacts are actually the information I want for an account
including the company name, address, main phone number, corporate website
and email address.

I have been manually creating an account record, and cutting and pasting the
address and other information from the most complete contact for the
company. This seems to be something that I should be able to do by just
pushing a button, or running an import?

Bill Walter


0
Bill
1/2/2004 1:29:19 AM
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If you import them as leads, then you can convert them to accounts.

Mike


"Bill Walter" <wqwalter@hotmail.com> wrote in message
news:ejZon9M0DHA.2116@TK2MSFTNGP11.phx.gbl...
> I just stated configuring CRM 1.2. I imported my contacts from outlook.
Many
> of the Outlook contacts are actually the information I want for an account
> including the company name, address, main phone number, corporate website
> and email address.
>
> I have been manually creating an account record, and cutting and pasting
the
> address and other information from the most complete contact for the
> company. This seems to be something that I should be able to do by just
> pushing a button, or running an import?
>
> Bill Walter
>
>


0
GreaterThanTwo
1/8/2004 9:58:06 PM
Thanks I will give it a try.

Bill Walter

"GreaterThanTwo Media" <nospam_mike@greaterthantwo.com> wrote in message
news:u9hHtKj1DHA.2308@TK2MSFTNGP11.phx.gbl...
> If you import them as leads, then you can convert them to accounts.
>
> Mike
>
>
> "Bill Walter" <wqwalter@hotmail.com> wrote in message
> news:ejZon9M0DHA.2116@TK2MSFTNGP11.phx.gbl...
> > I just stated configuring CRM 1.2. I imported my contacts from outlook.
> Many
> > of the Outlook contacts are actually the information I want for an
account
> > including the company name, address, main phone number, corporate
website
> > and email address.
> >
> > I have been manually creating an account record, and cutting and pasting
> the
> > address and other information from the most complete contact for the
> > company. This seems to be something that I should be able to do by just
> > pushing a button, or running an import?
> >
> > Bill Walter
> >
> >
>
>


0
Bill
1/9/2004 4:23:20 PM
Reply:

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