Overview
To make it easier when viewing a contact, if you select the 3 dots icon on the row of a company, employer, plan, or deal associated to a contact you'll have a few options listed.
View Company/Plan: When selected, this will open the company or plan in a new tab.
Change Role: When selected this will give you the option to update the role this contact has for the specific company or plan.
Add Role: This will allow you to add an additional role to the contact for this association.
Change Plan: This will allow you to change the plan that is associated to this contact.
Remove Plan: This will remove the plan from being associated to this contact.
Remove Role: This will remove the role from being assigned to this contact for this company or plan.
Remove from Contact: This will remove the entire association from this contact.
