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How to convert a Target to a Contact in SugarCRM

This guide walks you through the process of converting a Target to a Contact in your SugarCRM based system. This is a process that you either complete for either one of two reasons, either to clean up your database or the Target has truly become a contact. As of today there is not a straight path from a Target type to Contact type, you must follow the workflow of the CRM system.

Access the campaign panel

Access_the_campaign_panel.png

Select "View Targets"

Select_View_Targets.png

Find the target you wish to convert to a contact

Find_the_target_you_wish_to_convert_to_a_contact.png

1. In the "Name" field enter the name of the target you wish to convert

2. Click "Search"

Select the "Target"

Select_the_Target.png

Click on the name of the "Target" you wish to convert.

Convert the "Target" to a "Lead"

Convert_the_Target_to_a_Lead.png

Click "Convert Target"

Save to Create

Save_to_Create.png

Click "Save"

Access the newly created "Lead"

Access_the_newly_created_Lead.png

Click on the name of the target to access it.

Convert the Lead to Contact

Convert_the_Lead_to_Contact.png

Click "Convert Lead"

Save to Create

Save_to_Create_1.png

Click "Save" to convert the "Lead" to "Contact"

New Contact Created

New_Contact_Created.png

Your "Target" is now a "Contact" click on the name to access it

View "Contact" to verify

View_Contact_to_verify.png

Don't forget to delete the "Target" if you no longer need it.

Because Targets are usually part of "Campaigns" the first conversion (Target to Lead) does not delete the "Target" it only makes a copy of it. So you can now replace the "Target" with the "Contact" to keep your CRM organized.