can you merge multiple organizations in bulk edit
Can you select multiple organizations and merge them? I select in bulk edit, and I see on the three dots, Merge.
But when i select it, it just goes to the merge organizations tool — and the orgs i've selected aren't there. The tool has not found any orgs to merge.
Answers
-
Hello @lkg,
In Pipedrive, we have two options for merging entities: people/Contacts and organisations.
The first one automatically finds duplicates based on a predefined criterion. For organisation contacts, Pipedrive will look to see if your organisations have the same name, like ABC Corporation, and also if they have the same address, as an organisation can have multiple branches, offices, or franchises. These are listed under the merge duplicate section (https://app.pipedrive.com/settings/duplicates)
The duplciate rule/condition can also be adjusted to some extent from our side, and you can contact our support team to understand the possibilities.
If you would like to manually merge certain organisations together, the best way would be to go to the detail view of one of the organisations and then find the merge option from the top right corner:
With this, you would only be able to merge two organisations at a time. You can also learn more about this here.
0
