How to Update Contact Type from B2C to B2B
You have two easy ways to update a contact’s type in your CRM—from B2C (Business to Consumer) to B2B (Business to Business).
1: Update a Single Contact Directly
If you want to update just one contact, follow these steps:
Search for the Contact
Use the search bar at the top to locate the contact you wish to update.
Open the Contact Profile
Click on the contact's name to open their details.
Edit the Contact Type
Under the General Details section, find the field labeled ContactType.
Click on the dropdown and select B2B.
Save Your Changes
Your contact is now updated to B2B.
2: Bulk Update Multiple Contacts
To update several contacts at once:
Go to the Contacts Page
Navigate to the main Contacts tab from the top menu.
Select the Contacts You Want to Edit
Use the checkboxes next to each contact's name to select multiple entries.
Click “Update”
After selecting contacts, click the pink Update button above the list.
Choose “Add/Remove ContactType”
From the update options, select the option for editing Contact Type.
Set to B2B
In the dropdown, choose B2B and apply changes.