I am currently looking to optimize our usage of contact types to have better mailing lists.
Is it possible, in any way, shape or form, to automatically change all the contact types of all people associated to a company by changing the company’s contact type? We sometimes have up to 10 contacts in a company before landing the deal, so we wanted to make sure to speed up to processu when the potential client becomes a client and change everyone to Current clients in one click.
Thank you in advance!
Best answer by Michelle from CopperView original