Home → Records → Contacts page → Move contact
5.3. Move contact
In the secondary record (contact) "Settings" you can "Move" a contact to a different primary record. Type the name or ID number of the primary record you wish to move the contact into.
A list of possible records will return. Tick the appropriate checkbox correlating to the primary record you wish to move the contact into.
You will be asked to confirm the move and confirm if you would like to move the contact with all its associated activity. Selecting "Yes, with all data" will move the contact and all its associated activity.
The activity that will move with the contact is bookings, export docs and sales pipelines.
This page was: Helpful |
Not Helpful