Copy Contacts to Business Units

The contact of one business unit can be copied to another business unit. This can be done only when multiple business units are enabled and configured in the application. For more information on configuring business units, see "Configuring Business Units". While copying the contact information, the account and sub-account information are also copied along with the contact.

Copying Contacts

To copy a contact:

1. Click Contacts tab in the header pane to open the contacts list view page.

2. Select the contact to be copied by selecting the check box in the contacts list view page. You can also select multiple contacts by selecting more than one check box.

3. Select the business unit to which the contact has to be copied from the Copy to drop-down list. The contact is copied to the selected business unit.