How can I change contact's sales unit?

You can change the sales unit of a contact in the "Accounts & Contacts".

Change the Contact's Sales Unit

  1. Click on “Accounts or Contacts” on your Pipeliner toll bar.
  2. Click on the particular contact to select it (the contact turns dark-blue).
  3. Click the “Change Sales Unit” button within the Contact’s Tools.
  4. Select the new sales unit and click "Save".

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