Hi, how do I best merge organisations that have been created with similar names over the years when

Mikael_31445 Member Posts: 1

February 2021 edited July 2022 in Sales CRM #1

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Merge Duplicates

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Matt Stiller Member Posts: 18

February 2021 edited February 2021 #2

this help article is pretty helpful for large scale clean ups: https://support.pipedrive.com/hc/en-us/articles/360000809337-Merge-Duplicates

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Matt Stiller Member Posts: 18

February 2021 edited February 2021 #3

you can also click the three dots in the upper right corner of any organization record to access a merge option:

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Matt Stiller Member Posts: 18

February 2021 edited February 2021 #4

which pulls up a window to search for duplicates and gives you options to merge.

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Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM

February 2021 edited February 2021 #5

@Mikael just tagging you here so you see @Matt Stiller his helpful comments

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