Converting Records

When working with custom sections and records, you may find you need to convert one record 'type' into another.

For example, you my have opportunities which have become live projects, or prospects who have become clients.

Convert or Clone

Open any record - if conversion presets are configured for that section, a Convert or Clone button appears at the bottom of the record detail page. You can also find it at the bottom of the edit screen.

This steps you through the field mappings from one record type to another, lets you check the mapping, and then asks whether you want to clone or convert.

Cloned records leave the original in place and create a copy in the target section. Converting moves the record from the source section to the target section and removes it from the original.

If the button isn't showing up, check with your admin that a conversion preset has been set up for the section in Settings > Conversions.

Ideal Use Cases

• Move an Opportunity into a Deal
• Convert a Prospect into a Live Client
• Clone project record details allowing a different department to start editing