Merging Records

The system makes it really simple to merge duplicate Individuals, Organizations and Deals.

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Written by Support
Updated over a week ago

Do you sometimes come across duplicate records in your CRM account? The system makes it really simple to merge these records without losing any data. 

When there are multiple records you'd like to merge select them all and click the merge button. 

Your system will look at the records you've selected. If the two records are exactly the same the merge will be made. If there is conflicting information in the records you'll be prompted to choose which value is correct. 

In this example, the owner, and the 'Pre-Payment' custom field values do not match. Once you've chosen which value is correct, click Merge. The system will merge the selected records. 


Question: How many records can be merged at once?
Answer: You can merge 2 - 5 records at once. If you need to merge more than 5 records, first merge 5, then merge the remaining records to the recently merged record.

Question: Can a merge be reversed?
Answer: No, a merge is permanent and cannot be undone. 


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