FAQs in this section
Can my contact be an organization?
Can I add a contact with only a few details and add more details later?
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?
If a Contact moved to another Organization (Company), how should we deal with it?
Where do I set the customer support period for a contact?
Who is a Contact?
How do I create a contact?
How can I add hundreds of contacts at once?
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?
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?

How do I set up contact hierarchy?

Follow these steps to set up a contact hierarchy:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts
  5. Open or create a contact by filling the Reports To field. 
    • For example, Contact 1’s Reports To has Contact 2 means Contact 1 is a subordinate of Contact 2. 
  6. Fill out other information.
  7. Click Save
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