Move emails between contacts

Move an email to a different contact or organization when it needs to be reassigned. This helps you keep email conversations connected to the right customer record as your contacts and relationships change.



1
Open the contact → scroll down to the contact's Timeline → Emails → Show email.

Contact Timeline l Show email


2
Click Reassign.

Contact Timeline l Reassign email


3
Enter the contact or organization name under Assign email to → select the contact → Assign.

Contact Timeline l Assign email to


4
The email is moved to the new contact and appears in their contact Timeline.
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