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KJones50
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Member since ‎Jul 23, 2021
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ychartsnick on May 11, 2021
How to clear Associated Companies
Hi there Community! We have just completed a large upload of contacts and unfortunately many of them ended up automatically associating with the wrong company. In subsequent attempts to fix our upload, we can't seem to unassociated the records and read more
Reply Discussion CRM
0 upvote
7 Replies
KJones50
Participant
July 23, 2021
I figured it out. NVM.
Solved
ychartsnick on May 11, 2021
How to clear Associated Companies
Hi there Community! We have just completed a large upload of contacts and unfortunately many of them ended up automatically associating with the wrong company. In subsequent attempts to fix our upload, we can't seem to unassociated the records and read more
Reply Discussion CRM
0 upvote
7 Replies
KJones50
Participant
July 23, 2021
I figured it out. NVM.
KJones50 on July 23, 2021
Wrong company associated with a deal
Someone on the team associated the wrong company to a Deal. I've tried and looked everywhere and can't seem to find a way to fix it- except to delete the Deal and re-create it. And that's a horrible solution as the Deal has a lot of activity assoc read more
Reply Discussion Deals
1 upvote
2 Replies
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