duplicating contacts for accounts into agencies
Is there a way to copy a contact for a client or agency into another advertiser?
1
vote
Libby Blevins
shared this idea
Yes! We actually do this for Agency contacts since an Agency could be working with multiple advertisers.
While on an account profile, click onto the Contacts tab and then add an agency to the account. This will allow the agency’s contacts to be more easily accessible from the Account Profile.
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Libby Blevins commented
Looking for an easier way to copy contacts from Agency to Advertiser or Account to Account, or mixed and match anyway