changing contacts

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Elizabeth Reader

• June 05, 2016 19:25

I have several contacts that are wrong.  I need to change them to either customers or coaches, instead of prospects.  I have no idea how to do this.  I was told that this website would be easy, even for us computer illiterate folks, but so far I'm not finding that to be true.  It took  me 2 hours to set this up and so far I'm an hour into my power hour and all I've done is try to figure out why I'm getting prospects who are coaches & customers already.  #frustrated I wanted to love this because so many people on our team do!

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  Barrie T.

  • June 07, 2016 20:29

  Hi Elizabeth, sorry your frustrated! Hopefully I can be of help. Go to their contact record by searching them in the look up bar, or by scrolling on the Team page. When you look to the right, under their name, you'll see 3 buttons. (See the image) Prospect, Customer, Coach. Click the group you want them in and they will be moved there! By the way, we want you to love it, too!

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  Melissa Twist

  • August 12, 2016 19:05

  Elizabeth - the other thing that might be happening is that a Facebook contact was brought in as a prospect AND that same person was imported from COO as a customer?  I've run into that and just deleted the prospect record from Teamzy. 

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  Jill Weberding

  • November 10, 2016 13:28

  Related question...mine were also duplicated when I imported them, which it said it wouldn't duplicate but it did. In fact, a couple of people I had 3 separate contacts show up for 1 individual. I deleted the extras as Melissa mentioned above. However--I have 0 consultants under me so far...but it keeps listing that I need to follow-up with 4 consultants daily. I went back through all of my contacts & changed them to be either customer or prospect...but it still shows up on my dailies. Not sure how to fix this. Suggestions Teamzy?

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