Move users
You can move a user from one company to another, if your organization consists of multiple companies registered in the Our companies tab. If a user was set up under the wrong company, or if they have changed positions/jobs within your organization, they can be moved, including their activities and sales.
-
Select Users in the Navigator.
Select the Associates tab.
-
Select the required user in the list of users.
The user's information is displayed in the preview section on the right.
Click Task and select Move user.
In the dialog, select Move to and choose the company you want to move the contact to.
Select one of the following under Action on all existing activities and sales:
- Leave all on [source contact]: Leaves existing activities linked to the source contact.
- Move all to [target contact]: Moves all activities and sales to the target contact.
- Move all activities starting from [date]: Moves activities from a specified date onward.
Note
To see the results before you confirm the action, click Show results .
Click Move. The user is moved to the specified company.