The hierarchy of the CRM means that records such as Divisions, Contacts, Leads and Problems have Parent Records. These are records which sit above another in the CRM. A Parent Record of a Lead would be a Contact, a Parent Record of a Contact would be a Division etc. 

To change a parent simply open the record you wish to move. In the example below we are on a Contact record. 

From here select the 3 dots on the right hand side. This will then give you the option 'Change Parent'.

Next, a new search window will open allowing you to look for the record you want to move to. 

As we are on a Contact record the search will look for Divisions. The search will automatically change and display the appropriate results depending on which record you are changing the parent for. 

After selecting the correct record, the CRM will be automatically updated to show the new location in the hierarchy.


For more information about the Changing a Parent please see our video below.

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