Support Center

A branch's Contacts page lists the company contacts assigned to it. Contacts that are not assigned to another branch belong to the Headquarters branch, your main company office.

Steps

1. Open Company > Branches, select the branch, and open Contacts.
2. To assign a contact, find them in the contact search field and select Assign.
3. To remove an assignment, select the contact in the list and choose Remove.
4. Use New to add a contact who does not exist yet.

Tips

• Assigning a contact to a branch updates the contact's primary address to the branch address.
• Branch assignment is not the same as permission to manage the branch. See Control contact access to branches.