Did you client sell their vehicle? Need to move a student to a different parent? Or did a pet find a new owner? Sometimes life happens to your customers, so you can use Thryv to make it easier for them!
This guide will show you how to move a sub-account to a different contact. Depending on your industry configuration, a sub account could be called one of the following:
Note: If you want to change your configuration to a different CRM term, Click Here for a guide
To move a sub-account to a different contact, first navigate to the appropriate client card for the sub-account you would like to move. Use the bottom right section to confirm you are on the correct sub-account within the contact.
Once you have confirmed you are on the correct sub-account, you are ready to move this item under a different contact! On the top row, click on More>Move Item Under (note that the exact term will match your selected CRM term, as explained above)
Next, select the contact you would like to move this item under, by typing their name in the search bar. Once you have located the contact, click Select
You will need to confirm that this is correct before proceeding.
Congratulations! Your sub-account will appear under the new contact!