Contacts moving

Tim Medlycott
Tim Medlycott Posts: 1
edited July 2022 in Sales CRM #1

Hi folks, is there a simple and quick way to move a contact from one office to another of the same company?

 

Thanks

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Comments

  • Kristy Pratsch
    Kristy Pratsch Posts: 1
    edited November 2021 #2

    If you have the offices listed as separate organisations, you can just "switch organisation" on the contact.

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