Customers can now be converted from an individual customer account into a business customer account through the dashboard.

Note: for this feature to be available, you must first enable the business customer type under Settings > Customers in your dashboard.

To convert that customer account type to a business account:

  1. Navigate to the Customer tab in the Swell dashboard

  2. Select the individual customer you would like to convert to a business customer.

  3. Click Edit in the right-hand contact window.

  4. Select the checkbox for Convert customer to business account.

    Note: This action cannot be undone.

  5. Click Save.

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