How to move a captured email from one contact to another?
If you wish to move an email captured from one OnePageCRM contact to another, this can be easily done by following the instructions below:
- Open a contact.
- Scroll down to the contact's timeline and click the Email tab.
- Click on the pencil icon in the captured email you wish to re-assign.
- In the Assign email to field, type the contact or organization name and select an existing contact from the list generated based on the name entered.
- Click Assign to move the email to the contact of your choice.