All Collections
Customer Resource Management (CRM)
Accounts, Contacts & Leads
Pet Profile: Converting Existing Contacts to Pet Profile
Pet Profile: Converting Existing Contacts to Pet Profile
Kara Bates avatar
Written by Kara Bates
Updated over a week ago

This article will cover:

  • Converting an existing contact to a Pet Profile

_______________________________________________________

Convert Contact to Pet Profiles

Open the contact record to convert and click the paw symbol in the upper-right of the profile.

When prompted, click yes to convert to a pet profile

Helpful Hint Then name of the contact will remain when converting to a Pet Profile

Did this answer your question?