+ Start a Discussion

Contacts to Accounts

I have a large list of contacts (around 2,000) that have oppertunities/activity history associated with them. I would like to migrate these contacts to either Leads and then convert them to accounts or migrate them directly to accounts. I am not sure how to do this. I thought about running reports to export the contacts and import as leads, but I lose the data that is associated with them such as the history, cases, oppertunies.


Any thoughts? thanks, Jon


I am just learning this myself and many clues look like they are in this PDF.



Let us know how things work out.