If you need to remove a Contact from a Company, you can do so within the Organization Contacts & Companies Module in Master Tour 3.
This article covers:
How to Navigate to Contacts & Companies
Within Master Tour, select the Organization that you would like to remove a Contact from a Company in.
- Click on the Organization Selector dropdown menu.
- Select an Organization.
- Select a Tour if there are any Tours added to the Organization.
Click on the Contacts & Companies button in the upper right of the application.
How to Remove a Contact from a Company
- Click on the disclosure triangle for the Company that you want to remove a Contact from in the Contacts & Companies Table.
- Select the Checkbox to the left of any Contacts that you would like to remove from the Company.
- Click on the Move To button in the upper right of the Contact Details.
- Select Top Level from the dropdown list.
- Click on the Move button.
You will then be able to see the Contact removed from the Company in the Contacts & Companies Table.