Moving Contacts or Leads to another Account

You can move contacts or leads that have been incorrectly created in the incorrect account or to merge the contacts and leads of duplicate accounts after an import.

You cannot move contacts or leads from one account to another account, if the account has a related item other than:

  • Contact
  • Addresses
  • Emails
  • Phone Numbers
  • Websites
  1. Select the Account details page that contains the contacts or leads you can move.
  2. Verify that none of the related items contain records, except:
    • Contacts
    • Leads
    • Addresses
    • Emails
    • Phone Numbers
    • Websites
    Note: The application displays a message to inform that contacts or leads cannot be moved if the account contains other related items. The same message is displayed when the account is integrated with a back office.
  3. Click Move Contacts/Leads on the toolbar on the details page.
  4. Click the To Account lookup, and select the destination account.
  5. Select the Delete account after moving contacts or leads check box to delete the account after moving the contacts or leads.
  6. Click Submit.
Related topics