FAQs in this section
Who is a Contact? Can my contact be an organization? How do I create a contact? Can I add a contact with only a few details and add more details later? How can I add hundreds of contacts at once? Can I export my contacts to an external source? How do I import contacts from a .csv file? What happens to contacts and deals when I delete their related organization? How can I see the number of deals related to a contact? How can I assign a contact to a rep? How can I change a contact back to a lead? Where do I set the customer support period for a contact? Can I create a contact using Quick Create? How do I identify if a contact is a lead or a customer? How do I convert a contact into a customer? What does a contact's Lifecycle Stage field indicate? What is contact hierarchy? How do I set up contact hierarchy? Where do I view contact hierarchy? How do I transfer a deal and its contacts to a different sales rep? Can I export contacts in bulk? I want to export only a few contacts. How can I do that? How do I delete many contacts at once? What are the different ways to create a contact?
If a Contact moved to another Organization (Company), how should we deal with it?
Table of Contents
When a Contact moves, we advise that you change the Contact Status to "NLWC" (No longer with company). Create a new Contact record for the same person with details linking to new company (company name, work email address,..etc will be different for this new contact record).
- While with Org A, Contact A could have been linked to many transactions (Deal, Quote, Case, Event, Project..etc) as primary contact. If you switch Contact A now to Org B, then all those tranactions lose their meaning. By not changing the Contact A, you are retaining the integrity of the previous transctions.
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