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Merging Account Records

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Nik Schultz
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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:  

  • Administrators
  • Sales Managers
  • Salespersons
  • Jr. Salespersons


Article Contents


Merging Records

To merge accounts, do the following:

  1. In SharpSpring's top toolbar, click 
    Sales > Accounts.
  2. Locate the account to be merged.
  3. Click the account's name.
  4. Click  cog.png  Options > Merge Account.
  5. In the pop-up window that appears, type the name of the account to merge with this account.
  6. Select the account.
  7. Click Configure Merge Settings.
  8. Choose the fields to keep for each account.
  9. Click Merge Accounts.
  10. Type CONFIRM.
  11. Click Merge Accounts. 
  


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