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Topics#Sales And MarketingPregunta de Mark Setterholm
Mark Setterholm ha preguntado en #Sales And Marketing
22 ago 2012, 18:23

What is the easiest way to move a contact from one account to another?

I work in the field of advertising.  Many of my contacts move from one ad agency account to another.  How can I easily change the account info for my contacts who move?  I have been manually entering all the account info up to now.
1 respuesta
  1. Steve Molis (You Owe Me a Beer, Inc.)
    22 ago 2012, 18:30
    The "easiest" way is to just edit the Contact and change the Account using the Account name lookup field.  But  that might not be the "best" thing to do.  

     

    On my SFDC or I built custom fields, record types, and page layout to allow users to link multiple contact records together so that the historical information like Campaigns, Cases, Activities, etc remains in the account.  

     

    Here's a link to another post with links to a "How to?" guide for setting it up =>  

     

    http://success.salesforce.com/apex/questiondetail?qId=a1X30000000IHVXEA4
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