Unlink a contact

You can unlink a contact at any point during an interaction, until you complete the interaction by submitting a wrap-up code. After you unlink a contact, you can then find the correct contact and link it to the interaction.

Important: To build the interaction history for a contact and organization, remember to always link the contact that is associated with an interaction.

  1. To the lower right of the contact pane, in the Contact Linked box, click More .  
  2. To unlink the contact, click Unlink interaction.
Note: You can unlink a contact anytime before you add a wrap-up code. After you close an interaction, you can only unlink a contact through the API.