1.From the Tools tab, click Account Conversion Tool.

2.Select the desired object from the Select Object drop-down list.

3.Click the Refresh button.

The Categories and Phases multi-select lists for the selected object appear.

4.Select the desired categories and phases in the Categories and Phases multi-select lists.

You can select more than one item in each of these lists by holding down the Shift or Ctrl keys when selecting items.

Note: Not selecting any items in the Categories multi-select list is equivalent to selecting all items in the lists. Not selecting any items in the or Phases multi-select list is equivalent to selecting all items in the list, except for the Closed phase.

5.Click the Search button.

The matching matter records for the specified search criteria appear.

Note: The search results will not return matter records that have already been converted with Account Conversion Tool.

6.Select the check-boxes of the desired matter records.

Use the page arrow links to view more matter records if the search returns more results than can be displayed on the page.

Note: You can only select matter records for the currently viewed page.

7.Click the Convert button.

A notification appears. Accounts of the selected matter records convert.

8.Click your web browser's Refresh button to reload the page and view the results of the last time the tool was run.