How to Merge Companies or Contacts
- How to merge companies
- To merge two companies, first click on the left menu button and navigate to the Company Listing Page in the Customer Management Module.
- Click on the name of the company that you want to merge into another company. When you do the merge, you will transfer this company’s contacts, leads, tasks, notes, and files to the other company you choose.
- From the Company Detail Page, click on the Sprocket button and select “Merge Company”.
- You’ll once again be reminded that you are about to transfer this company’s contacts, leads, tasks, notes, and files to the other company you choose from the dropdown below.
- In the “Merge With” field, begin typing the name of the company with which you want to merge the current company. From the search results select that company’s name.
- In the “Why are you merging this company” field, explain why you’re doing this merge. It’s usually because of duplicate data.
- When you’re done, click on the “Merge Company” button.
- Once the two companies have been merged, you’ll be taken to the Company Detail Page of the remaining company. A note will be recorded indicating the reason for and date and time of the merge.
- When you return to the Company Listing Page, only the remaining merged company should exist.
- How to merge contacts
- To merge two contacts, first click on the left menu button and navigate to the Contacts Listing Page in the Customer Management Module.
- Click on the name of the contact that you want to merge into another contact. When you do the merge, you will transfer this contact’s leads, notes, tasks, and files to the other contact you choose.
- From the Contact Detail Page, click on the Sprocket button and select “Merge Contact”.
- You’ll once again be reminded that you are about to transfer this contact’s leads, notes, tasks, and files to the other contact you choose from the dropdown below.
- In the “Merge With” field, begin typing the name of the contact with which you want to merge the current contact. From the search results, select that contact’s name.
- In the “Why are you merging this contact” field, explain why you’re doing this merge. It’s usually because of duplicate data.
- When you’re done, click on the “Merge Contact” button.
- Once the two contacts have been merge, you’ll be taken to the Contact Detail Page of the remaining contact. A note will be recorded indicating the reason for and date and time of the merge.
- When you return to the Contacts Listing Page, only the new merged contact should exist.
