Merging Account Records

Article Contents

• Merging Records
• Life of the Lead Merge List

1. In SharpSpring's top toolbar, click Accounts.
2. Click the name of the main account that will be merged.
3. In the account page, click 
     Options > Merge Account.
4. In the pop-up window that appears, type the name of the desired secondary account to merge with this account.
5. Select the desired account.
6. Click Configure Merge Settings.
7. Click the checkboxes of the fields that you want to keep for each account:
   
      •   The fields being kept in the merged
           account are highlighted in green.
   
      •   The fields in the left are from the
           main account. 
   
      •   The fields on the right are from the
           secondary account.
8. Click Merge Accounts.
9. Type CONFIRM.
10. Click Merge Accounts. 

Click to enlarge.