How to move a contact from one organization to a new one?
To move a contact from their current organization to a new organization which does not already exist in your account:
- Open your contact and select Edit (see A).
Enter the Organization name you wish to move this contact to (see B).
- If this is a new organization name, the green NEW icon will appear to the right.
- The radio button Move this contact to new or existing organization? will be automatically selected (see C).
Select Save to move the contact to this existing organization.
- When there is more than one contact in an organization, entering a new organization name (see B) gives you two options:
- Change the name of this organization for all contacts?
- Move this contact to a new or existing organization?