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Support Center

How can I rename the person or organization linked to a deal?

In the Detail View of the deal in question, hover your mouse over the name of the person or the organization — in the PERSON and ORGANIZATION sidebar sections, respectively — and click the Rename button found there.

Be aware that renaming the person or organization on this deal will rename the person or organization for every other deal they are connected to as well. If you wish to link the deal to a different contact, click here.