How to move a contact from one organization to a new one

You can easily move a contact from their current organization to a new organization that does not already exist in your CRM. 

Open your contact and select Edit
Enter the Organization name you wish to move this contact to. Note: If this is a new organization name, the green NEW icon will appear.
Move this contact to new or existing organization? will be automatically selected.
Click  Save.
  • When there is more than one contact in an organization, entering a new organization name 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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