How do I transfer a client to another business unit?

Business Unit functionality will allow you to transfer a client record to another unit. You can do this in bulk, via a transfer file, or individually for a single client.

In order to relocate a customer to a different business unit, search for the desired customer in your customer management tool.

From here, select 'move selected to business unit'

The system will then ask you to select which business unit, and user group you require the customer to be relocated to.