Step One - Navigate to Accounts
1. Select the DealerTeam Sales App.
2. Click Accounts
3. Click New
Step Two - Select a Business Account
1. Select a Business Account
2. Click the record drop-down button located on the top right
3. Click Convert Account
Step Three - Convert Account
The following information will be used to create a Person Account.
1. Enter the First Name
2. Enter the Last Name
2. Click the drop-down button and click Person Account
4. Click Convert to Person Account button.
In the Details tab, you can see the Business Account is now converted to a Person Account.
Learn how to Convert a Person Account to a Business Account.