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Reassigning a person to a company

If you have been tracking a Person with no affiliated company, and this person later joins a specific company, you can assign them to the company and move all the communications, opportunities, and cases linked to them across to the company.

Your System Administrator needs to give you rights to do this.

1. Find the person you want to reassign.
2. Click their name to display the Summary page.
3. Click Change.
4. Click Merge Person. This displays an additional panel, Assign Company.
5. Search for and select the company that you want to assign the person to.
6. Click Save.

See Also:

Preventing duplicate entries

Merging duplicate people

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