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:

  1. Open your contact and select Edit (see A). 

  2. 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).

  3. 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?

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