Merging Account Records

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. Article Contents Merging Records Life of the Lead Merge List	Available with:
	Marketing Automation	✓
	CRM Ultimate	✓
	CRM PRO	✓
	CRM Free	✓

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers
	Sales Managers	✓
	Salespersons
	Jr. Salespersons

You can merge records together.

To merge accounts, do the following:

Click Sales > Accounts in SharpSpring's top toolbar. Click the name of the main account that will be merged. Click Options > Merge Account in the account page. Type the name of the desired secondary account to merge with this account in the pop-up window that appears. Select the desired account. Click Configure Merge Settings. Click the checkboxes of the fields that you want to keep for each account: • Fields being kept in the merged account are highlighted in green • Fields in the left are from the main account • Fields on the right are from the secondary account Click Merge Accounts. Type CONFIRM. Click Merge Accounts.		Click to enlarge.
		Note: When selecting fields to merge between the main and secondary accounts, the fields that are not kept will be discarded.

Certain Life of the Lead events can be merged when merging contact records:

Icon	Event Name	Mergeable	Icon	Event Name	Mergeable
	Added via Import/ Manually Added	Yes		Opportunity % Chance of Closing	Yes
	Automated Email Opened	No		Opt-In Email	Yes
	Automated Email Sent	No		Outbound Call	Yes
	Closed Lost	Yes		Opportunity Created	Yes
	Commented on a Facebook Post	No		Received Email	No
	Commented on a LinkedIn Post	No		Sent Email	Yes
	Converted to Sale/ Closed Won	Yes		Site Visit Chrome	Yes
	Email Read and Clicked	No		Site Visit Edge/ Internet Explorer	Yes
	Form Submission	Yes		Site Visit Firefox	Yes
	Inbound Call	Yes		Site Visit Safari	Yes
	Lead Owner Change	Yes		Synced from Salesforce	No
	Liked a Facebook Post	No		Synced to Salesforce	No
	Liked a LinkedIn Post	No		Tagged in a Facebook Post	No
	Manually Resubscribed	No		Twitter Mentions	No
	Manually Unsubscribed	No		Twitter Retweets	No
	Media Center	No		Unsubscribed Email/ Suppressed Email	No
	Meeting Attended/ Meeting Missed	No		Website Purchase	Yes

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