Tracking contacts who change companies

There are a few different ways to track contacts who move from one company to another.

Using the relationship tool.

• Edit the contact to link them to their new company, removing the connection with their former company. Learn how to link a contact to a company here.
• Then, create a relationship between the contact and their former company. That relationship will appear at the top of the contact, as well as on the linked company. Not sure how to create a relationship? Learn more here.
• The contact will appear linked to their new company, with the relationship tag for the former company. All of the contact’s history will stay on the contact (it will not appear on the former company).
• This option is best if you only have a handful of contacts who change companies, or if you’d like to track other relevant details like their last day with the former company.

Using a custom contact link field.

• Edit the contact to link them to their new company, removing the connection with their former company. Learn how to link a contact to a company here.
• Then, use a custom contact link field to create a connection between the contact and their former company. Not sure how to create a custom field? Learn more here.
• A custom contact link field will appear on the right side of the contact, under the "Contact info" section. You can click on the linked company to go to that record, and the contact name will also appear on the linked company under "Company info.”
• The contact will appear linked to their new employer, with the custom contact field link for the former company. All of the contact’s history will stay on the contact (it will not appear on the former company).
• This option is best if you have a lot of contacts who move companies. The custom field gives you one specific place to track former companies, though only the company name will appear.

Using a duplicate record.

• Duplicate the contact record to preserve the contact’s original history with the company. The original contact and history will remain with the original company. Learn how to duplicate a contact here.
• Please note: this option will create duplicate contact records. This option is only recommended if you must preserve the contact’s history with the original company.
• Edit the duplicate contact to link them to the new company record, and update any relevant contact details like email or phone number. Learn how to link a contact to a company here.
• Then, use a relationship to link the duplicate contacts so you can reference the original contact at their former company, and the new contact at their new company. Not sure how to create a relationship? Learn more here.
• Edit the original contact to indicate that this is no longer an active contact for that company. For example, edit the job title to “Former employee” or add “Old” to the end of the name to indicate that’s the old version of the contact. Learn how to edit a contact here.
• This option is best if you need to retain the original contact’s history on the company record. Creating a duplicate will preserve that history on the former company, but you will have two copies of that contact going forward.