Split a contact from an organization
If a contact is no longer working in an organization, you have the option to split them from it inside your CRM account.
When you split a CRM contact from an organization, you're essentially moving them out of the organization. That's why you can:
- either move the contact to a new or existing organization,
- or keep the CRM contact independent from any company.
Below are simple steps to follow to split a contact from an organization.
In the Organization view pop up, select the Options menu (three dots) → click Split.
Notes:
- You can only split one contact at a time.
- The contact must have an organization name in order to split it from its organization.
- If you type a non-existent organization in the test field, it will be created as new. If you type an existing organization, the contact will be moved under it.
- When you split a contact from one organization into a new or existing one, the contact and its fields don't change. However, any organization fields will be inherited from the new company