How to keep your database up-to-date when contacts move on.
You can also set contacts as inactive
- Open the contact card
- Click Add and then click Move to other company:
- Click the dropdown to find the new company. Only active companies are listed.
- Enter the relation to the old company (default is Previously employed). If you clear the field, no relation is created:
- Leave Move the contact's emails, website visits and form submits to the new company ticked to bring that history to the new company, or untick it to keep it with the old company. Then click Move. Tickets and campaign membership always follow the contact. Activities, appointments, opportunities and orders stay with the old company.
- To edit more profile information, such as job title and contact details, click the edit icon: