Introduction

We all know how often people change jobs these days, and there’s nothing more frustrating than losing track of a great contact just because they’ve moved to a new company.

This feature lets you transfer contacts between company records when they make career moves, so you can maintain those valuable relationships without starting from scratch.

You’ll keep all the activity history intact while ensuring your database stays accurate and up-to-date - which means you can focus on nurturing those connections rather than doing admin cleanup.

How to Move a Contact

Moving a contact to a different company couldn’t be simpler - you literally just change the company name on their contact record, and the system takes care of the rest. It’s one of those features that works exactly how you’d expect it to, without any complicated steps or hidden menus.

When you update the company field on a contact record, the system automatically creates a link that tracks this movement. This means you’re not losing any history - instead, you’re building a trail that shows where your contact has been throughout their career.

This movement history is incredibly valuable for understanding your contact’s career journey and can give you insights into industry trends, company connections, and potential opportunities. Plus, if you ever need to reference their previous role or company, it’s all there in their record rather than being lost forever.

The whole process maintains the integrity of your database while keeping everything organized and accessible. No manual tracking, no separate notes to remember - just a clean, automatic way to keep your network current as people’s careers evolve.