Copying Data into new account
Nov 5, 2017 10:57 AM
Each user can multiple sales accounts, is it possible to copy properties craeted for contacts from one account into another? e.g. If I am setting up an account per branch / geo, can I copy the properties that I create once (such as properties specific to out operations, e.g. referred by, platform used etc) and copy those peoperties to new accoutns that I create for other branches / chapters.