Geteilte Anleitung

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.

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·10 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide10 Schritte

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Companies option

    Click the Companies option
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  3. Click the Sample entry

    Click the Sample entry
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  4. Click the Actions menu

    Click the Actions menu
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  5. Click the Merge option

    Click the Merge option
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  6. Click the 'Select a record' dropdown

    Click the 'Select a record' dropdown
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  7. Click here to select a record for merging

    Click here to select a record for merging
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  8. Type 'sample' in Search

    Type 'sample' in Search
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  9. Click the 'sample 2' option

    Click the 'sample 2' option
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  10. Click the Merge button to combine records

    Click the Merge button to combine records
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