Did you make a mistake assigning a certain function to a contact in Teamleader, or did one of your contacts change his or her position within the company? In this article you can read how you can easily change their function.
After you have added or imported companies in Teamleader, you can add related contacts to those companies. You can choose to immediately assign a function to the contact or you can do this later on.
If you want to change the function of a contact, follow these steps:
- Click on the pencil next to the contact name
- Choose the right function for this contact (which you've defined in your Settings > CRM > Number of contact functions) or manually add a new one by clicking on ‘Other’ in the drop-down menu
Note: Do note that the functions you'll manually add here won't end up in your list of fixed contact functions in your settings. Find more information here.