Merging Contacts
If you need to merge two contacts together in your CRM into one Contact, you can do so.
- On your CRM Dashboard, select the Contact that you need to merge by clicking on it.
- When the Contact Detail's screen opens, select the three dot action button next to their name and select Merge.
- On the screen that pops up, select the Contact you want to merge this Contact with from the drop down menu.
- Then press Save.
The system will then merge the two contacts together.
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