FAQs in this section
What is the People module?
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?
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?

If a Contact moved to another Organization (Company), how should we deal with it?

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). 

  1. 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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