How to Unlink or Edit a Person's Company?

How to Unlink or Edit a Person's Company?

  1. Click Dashboard
  2. Click Contacts from left-side menu
  3. In the Search field, enter the first few letters of the first or last name to display a list of matches.
  4. Click Manage button for the name of the person to update
  5. Scroll down and locate on the far-right side of the screen the Company Affiliation section
    • Click Remove Affiliation to unlink a person to a company
    • Click Make Admin to add the person as a company admin
    • Click Change Company dropdown and select a new company to link the person to
      • If you wish to make the person an admin, click Make Admin checkbox
      • Click Add Affiliation
  6. Click Update Profile button