FAQs in this section
Who is a Contact?
Can my Contact be an Organization?
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?
Can I duplicate a Contact record?
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?
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 a Contact Hierarchy?
How do I transfer a Deal and its Contacts to a different Sales rep?
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?
Is it possible to convert a "Contact" to "Organisation"?
How can I find out when and how I last contacted a contact in the Contact module?
Who is the appropriate contact person to whom we should send the document?
How do I create a Contact?

Where do I view the Contact Hierarchy?

Follow these steps to view a contact’s hierarchy:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts. 
  5. Open the contact that you want to transfer.
  6. Click the More icon on the Summary View.
  7. Select the Contact Hierarchy icon.
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