Duplicate records sometimes happen. It’s important to rectify them quickly, though, and not lose any information in the process. SharpSpring allows you to merge records easily and choose the fields you need to preserve.
The following User Roles have access to merge account records:
- Sales Manager
- Jr. Salesperson
Follow these steps to merge accounts.
Step One: In the toolbar, hover over Sales then click on Accounts.
Step Two: Use the search bar to find the account you would like to merge, then click on the account name to view the account.
Step Three: In the top right corner, click Options, then on the drop-down, click Merge Account.
Step Four: A pop-up will display with a search bar. Start typing the account name to search for account you wish to merge with the first. Select the account and click Configure Merge Settings.
Step Five: Choose the fields you would like to keep for each account, then click Merge Accounts.
Step Six: If you are sure you want to permanently merge the accounts, type CONFIRM, and click Merge Accounts to finish.