Merging 2 accounts

Merging 2 accounts

Make sure the Company and Mobile fields are the same for the accounts to be merged. 




Click into one of the leads and click the 3 dot icon in the top right corner. Select 'Find and Merge Duplicates'. 
Change Search Criteria to "Match all criteria below"
Make the Company field starts with the first name of the person. 
Make the Mobile field ends with the last 4 digits of the phone number




Press Search. Scroll down and click the leads you want to merge. It is typically 2, but it can be 3 sometimes. 



Press Next. You are now choosing how to merge. Choose the overall record for the side that has the password in it. This is the primary profile. 



Make sure to choose the correct email on the merge that is linked to their admin portal profile. 


Press Merge at the top and the leads will be merged.