Lori

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Lori Porter

• May 06, 2017 23:33

I imported my Customers in to prospects.  How do I move them to customers?  Thanks.

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  Barrie T.

  • May 10, 2017 21:59

  Hi Lori!

  What you'll want to do is delete the import and then re-import it. To delete the import, go to the Team page, then click Import. Select Import History. Choose the import to delete.

  Now toggle back to the Team page. Click Import, choose Import Contacts. Select the file you want to import and make sure you set the contact type to Customer before importing. 😊

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