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Soft credit an existing communication

Learn how to assign a soft credit for a communication record to another contact using the Contacts module.

Written by Cristiana Ghinea

A communication record can be soft credited to another contact through the Communication tab, available through the Contacts module.

To do so:

  1. Click CRM, then click Contacts.

  2. Select Communication.

  3. Locate the communication line you wish to soft credit.

  4. Scroll to the right of the communication and click the three dot menu.

  5. Click Soft Credit communication.

  6. Select the related contact you wish to soft credit the communication to.

The system will then create a soft credit for this record.

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