When you create a Company Hierarchy on Nexl, extra functionality becomes available for the companies within that hierarchy.
In addition to being able to drag and drop the companies to create nested relationships, you can also easily move Contacts from one company within the hierarchy to another. This can be particularly useful when multiple companies within the hierarchy share the same email domain, as it provides the ability to separate and sort contacts into smaller sub-groups.
How to move Contacts within a Company Hierarchy
1. From the Company Hierarchy, select the Company that the Contact is currently associated with.
2. Click the checkbox(es) next to the name(s) of the Contacts you want to move.
3. When one or more checkboxes are selected, a set of actions will appear at the top of the list. Select 'Move Contacts in Hierarchy'.
4. Search for and select the Company you wish to move the Contact(s) to.
5. Click the MOVE CONTACTS button.
