Changing the Owner of a Company Contact and their Employees

2 Comments

  • Adam Witek

    I'm going to make your day @... ....

    Oddly enough, if you add the "Company" field to your smart list, when you export the list it will have a "Company" column and also a "Company ID" column. You'll need some Excel experience to filter out just he companies you want, but that "Company ID" field was the missing link for me. This is poorly designed and Company ID should be its own field in the smart list.

    Of course, you'll have to do an Import to update all the contacts with the new owner.

    2
  • Hanoch Feuerwerger

    Is there a way that a company and contacts should always be the same owner?

    1

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