4 Yr I/S user w/ a few questions

Max Classic
1

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.

2

Welcome, @Sue_falls! Let us know how we can help.

3

Hey Martin,

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?

Thanks,

SUE FALLS | DIGITAL MARKETING | ADVERTISING CONSULTANT

sue.falls@homepagemediagroup.com| 615-406-5915

Home Page Media Group

130 Wilson Pike Circle

Brentwood, TN 37024