How can I undo the organizations that were automatically created?

Casey Z. shared this question 7 months ago
Answered

A while back, I turned on the setting to automatically create organizations. I don't understand how it helps, and all I see are problems. Many of my schools have been lumped together in organizations under the school district names. How can I undo those? For example, I want Gardiner Middle School to be the organization name on lead 23552401. I don't want it to say "Oregon City School District".

Comments (2)

photo
1

Click on the Organization link from the lead. When on org go to "customers" and remove the contact person for Gardiner Middle School and save

photo
1

I did that and it worked fine on lead 27764306, but lead 23552401 still says "Oregon City School District".


890f7d79bb47c691a47dd7907d10cf1b

photo
1

Hi Casey,

Once I clicked save on the lead, the organization name updated for lead 23552401. Please take a look!

Thank you

photo
1

Thank you!

photo
photo
1

This is going to be fun for you!


Or maybe someone else in the office

photo
1

Lol

photo
Leave a Comment
 
Attach a file