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How do I change what customer profile a lead is associated with?
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I have a customer that has two profiles. One profile is for one organization and the other is for another. I want them separate. When in the customer section and I click the leads tab, one event is in the wrong profile. How do I move it to the correct profile?
The same question
Go to that lead. Select the customer name and delete it. Start typing the customer name that you want to use. You should see a list of similar names as you type. This list will show whether a profile is exempt and what organization they are with. Choose the correct one and save the lead.
Go to that lead. Select the customer name and delete it. Start typing the customer name that you want to use. You should see a list of similar names as you type. This list will show whether a profile is exempt and what organization they are with. Choose the correct one and save the lead.
Go to that lead. Select the customer name and delete it. Start typing the customer name that you want to use. You should see a list of similar names as you type. This list will show whether a profile is exempt and what organization they are with. Choose the correct one and save the lead.
Go to that lead. Select the customer name and delete it. Start typing the customer name that you want to use. You should see a list of similar names as you type. This list will show whether a profile is exempt and what organization they are with. Choose the correct one and save the lead.
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