Merge

Robin Yellin Member Posts: 2 VERIFIED MEMBER

September 2020 edited July 2022 in Sales CRM #1

Is it possible to merge two companies with similar names? The merge act5ion does not see them as a duplicate. Can we force it to merge?

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Boris Tsibelman Member Posts: 821 VERIFIED MEMBER

September 2020 edited September 2020 #2

Yes you can
just type in the name of the record your trying to merge and it will allow you to combine the records.
Merge functionality -- https://support.pipedrive.com/hc/en-us/articles/360000809337-Merge-Duplicates#C2

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