I’ve been an Infusion Soft user for 4-5 years now, and still have a lot to learn. Trying to make it work better for me so I don’t have to rely on excel spreadsheets.
Welcome, @Sue_falls! Let us know how we can help.
Thanks for connecting with me.
I have a number of contacts in my I/S account who are no longer with their respective companies. I’d like to remove them from the Company but they have contracts associated with their Contact. How can I delete these people and move their contract and account history to the COMPANY so that info isn’t lost?
SUE FALLS | DIGITAL MARKETING | ADVERTISING CONSULTANT
Home Page Media Group
130 Wilson Pike Circle
Brentwood, TN 37024