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This article has been updated for the latest version of Less Annoying CRM. If your CRM looks different, you can click here to upgrade to the newest version of LACRM!

Moving a contact from one company to another

Here's how to disconnect a contact from one company and connect them to another:

  • Go to the contact directly by searching the name or selecting it from the main Contact list.
  • Select "Edit" to the right of "Contact info."
  • In the dialog that appears, remove the entry in the “Company Name” field. This will remove the link between the contact and that company.
  • Next, start typing the new company name into the "Company Name" field. If the company already exists, select the company name in the dropdown that appears. If the company doesn't exist yet, type in the full company name to create a new company.
  • Select the "Save contact" button at the bottom of the dialog.
Next up:
Employer, job, role, company, business, switch, change
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