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).
Why?
Why?
- 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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