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Cloning a candidate as a contact

How to create a Contact record from an existing Candidate profile.

Written by Amogh Balikai

If someone in your database needs to exist as both a Candidate and a Contact, cloning creates a linked Contact record from an existing Candidate profile.

Steps: three-dot menu → Clone as Contact → confirm.

Things to know:

  • This creates a new, separate record, it doesn't convert the Candidate into a Contact or remove the original.

  • Entity type is always clearly labeled in the profile header, so it's easy to confirm you're looking at the right one after cloning.

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