Shared guide

How to merge duplicate companies

Step-by-step guide covering: Click the CRM icon; Click the Companies option; Click the Sample entry; Click the Actions menu.

viktoriaviktoria
·10 steps·6 views·Published
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide10 steps

  1. Click the CRM icon

    Click the CRM icon
    Loading screenshot…
    100%

  2. Click the Companies option

    Click the Companies option
    Loading screenshot…
    100%

  3. Click the Sample entry

    Click the Sample entry
    Loading screenshot…
    100%

  4. Click the Actions menu

    Click the Actions menu
    Loading screenshot…
    100%

  5. Click the Merge option

    Click the Merge option
    Loading screenshot…
    100%

  6. Click the 'Select a record' dropdown

    Click the 'Select a record' dropdown
    Loading screenshot…
    100%

  7. Click here to select a record for merging

    Click here to select a record for merging
    Loading screenshot…
    100%

  8. Type 'sample' in Search

    Type 'sample' in Search
    Loading screenshot…
    100%

  9. Click the 'sample 2' option

    Click the 'sample 2' option
    Loading screenshot…
    100%

  10. Click the Merge button to combine records

    Click the Merge button to combine records
    Loading screenshot…
    100%