Switch and Unlink Companies
Last updated
Last updated
From your contact detail view, in the company section you can edit link the deal to another company by clicking on the more options (three dots) and selecting the “Switch Company” option found there.
Then, you will see a pop-up to switch company. Type the company name in the field which has been provided, then you will see a suggestion company according to the entered keywords, select and click the company to which the deal will be linked.
To be un-linked company in the contact, in the company info section click on more options (three dots) and selecting the “unlink company” option found there. Then, you will be prompts to confirm the unlink request, click ‘Yes‘ to continue unlinking the company to the contact or you can click ‘No‘ to return to the Contact detail.
