How do I change what customer profile a lead is associated with?

InflatableOffice shared this question 6 years ago
Answered

I have a customer that has two profiles. One profile is for one organization and the other is for another. I want them separate. When in the customer section and I click the leads tab, one event is in the wrong profile. How do I move it to the correct profile?

Best Answer
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Go to that lead. Select the customer name and delete it. Start typing the customer name that you want to use. You should see a list of similar names as you type. This list will show whether a profile is exempt and what organization they are with. Choose the correct one and save the lead.

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1

Go to that lead. Select the customer name and delete it. Start typing the customer name that you want to use. You should see a list of similar names as you type. This list will show whether a profile is exempt and what organization they are with. Choose the correct one and save the lead.