If you have assigned the wrong CRM record to a call, you can reassign it to a different record: In your Call History, navigate to the call that was associated with the incorrect CRM record and click it. Click the ellipsis (...) button, and then click Reassign Call. Follow the prompt to search for the correct record and click it when it appears. NOTE: If needed, you can create a new record instead by clicking the type you want to create and completing the new record information. Choose how you want to reassign the call: Assign call and save number, or Assign call only. The call is then reassigned to the contact you selected. Your call history updates to match the assignment.
