How can I change the contact type?
To transition a contact from a lead to a prospect, a prospect to a client, or directly from a lead to a client, or any other sequence, you can achieve this by selecting the corresponding option from the drop-down menu within the contact list view or directly from within the contact profile.
You will have the capability to view the entire tracking journey of conversions from one contact type to another for enhanced management. The contact type highlighted in bold on the right-hand side will represent the current contact type.
Note: For contact types other than lead, prospect, or client, conversion is not available at this time. Therefore, to change their contact type, you would have to delete the contact and re-add it with the new type.
