Duplicate records sometimes happen. It is important to rectify them quickly, though, and not lose any information in the process. SharpSpring allows you to merge records and choose the fields you need to preserve. This article will detail how to merge account records.
The following user roles can merge account records:
- Company Managers
- Sales Managers
Accounts are accessed through the toolbar.
To merge accounts, do the following:
Note: When selecting fields to merge between the main and secondary accounts, the fields that are not kept will be discarded.