How to de-duplicate a Company? How to merge Companies?
- Open the Company record that you want to keep as the master record.
- From the Edit dropdown, select Merge Company.
- In the Add Record field, search for the duplicate Company by name or email.
- Select the checkbox next to the record(s) you want to merge.
- Click Next.
- Choose the field values you want to retain in the master record.
- As you make selections, the Preview section will update to reflect the final merged data.
- Click Merge to confirm.
- Click Merge in the confirmation.
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