Change an Individual to a Business

You might have created a profile for a person but later realize it needs to be a business profile.

  • You'll need the Edit Individual permission.
  1. Locate and open the record you want to update.
  2. Click Edit.
  3. Click Contact Information.
  4. Change Profile Type from Person to Business. This field is disabled if the individual has family members connected with his or her record.
  5. Click Save.