How to Remove a Contact From a Company

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
• How to Remove a Contact from a Company

How to Navigate to Contacts & Companies

Within Master Tour, select the Organization that you would like to remove a Contact from a Company in.

1. Click on the Organization Selector dropdown menu.
2. Select an Organization.
3. 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

1. Click on the disclosure triangle for the Company that you want to remove a Contact from in the Contacts & Companies Table.
2. Select the Checkbox to the left of any Contacts that you would like to remove from the Company.
3. Click on the Move To button in the upper right of the Contact Details.
4. Select Top Level from the dropdown list.
5. Click on the Move button.

You will then be able to see the Contact removed from the Company in the Contacts & Companies Table.