How to use transfer contacts in smartlist | SURPLUS SYSTEMS

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How to use transfer contacts in smartlist

Learn how to use transfer contacts in smartlist with these easy-to-follow instructions.

1. Click "Contacts"

Click

2. Select "Contact Person" you want to transfer

Select

3. Click "Actions"

Click

4. Click "Transfer Contacts"

Click

5. Select "Subaccounts"

Select

6. Select "Send a copy"

Select

7. Click "Delete and transfer"

Click

8. Click "Save"

To save changes, click save

Click

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