Help Center›CRM & Communications
How do I move a contact to a different company?
For office teams · Updated October 26, 2026
Use this when a contact changes employer or was saved under the wrong company.
Move the contact on the web
- Open the contact from CRM › Contacts.
- Go to the Details tab.
- In Company, pick the new company. A note confirms the contact will be moved from the old company to the new one.
- Choose Save.
Who can move a contact
Sales managers and customer managers can move any contact. A sales rep can move contacts they own; depending on how your company handles company ownership, a rep may only move them to a company they own or one with no owner. If Company is read-only, its tip says Only this contact's owner or a manager can change the company.
What stays the same
The contact keeps its owner, activity history and project roles. Projects they already referred keep the company they were referred under.
Moved or replaced?
If someone new took this person's place, use More actions › No longer at company? Replace contact. If they left the industry, archive the contact instead.
On the phone
Moving a contact to another company is web only. The phone shows the contact's company and lets you open it.