Copy and move a persona

You can copy and move information from one persona to another for an account.

Note: You can only move data to a persona type that does not have existing data. In the Persona field at the top of the page, empty persona types display without an asterisk.

1. In the Persona field at the top of the page, select the persona type that includes the information you want to copy or move.

2. At the bottom of the page, scroll to the Copy and Move buttons. In the field beside these buttons, select the persona type to copy or move the information to from the drop down.

   To copy the data to the target persona type, click Copy. To move the data to the target persona type and delete it from the current one, click Move. A confirmation message appears.

3. Click OK.