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📝 How to change the Department on a CRM Record?

Shabica
Shabica
  • Updated

Question

How can I change the Department on a CRM Record?

Answer

In order to change the Department on a CRM Record go to CRM > Enquiry, search for the customer and drill into the record. Then go to the customer tab and click Amend.

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Now click on the Department box which will bring up the company structure.

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Finally, double click onto the department you would like to set against the CRM record and click Save.