Talk to us
Status:

Support Center

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

On the person detail view, hover the mouse over the name of the organization in the sidebar section, and click ‘rename’. To rename a deal, click on the deal in the sidebar section to be taken to the deal detail page, and rename it from there by clicking on the name a the top. This change can also be made from the list view by clicking on the names of the deal or organization name.