The Merge Accounts feature allows managers to combine duplicate accounts into a single, unified record. This ensures that contacts, billing history, and activities are consolidated under one account instead of being spread across multiple duplicates.
From the Companies > Accounts view, managers can access the Actions menu and select Merge to begin the process.
Merging accounts is an important managerial responsibility because it:
Ensures Data Accuracy: Eliminates duplicate entries that can skew billing reports, forecasting, or sales analysis.
Streamlines Seller Focus: Prevents confusion when multiple records represent the same company, ensuring sellers know exactly which account to work.
Supports Coaching: By maintaining clean account lists, managers can better track seller activity and engagement without administrative clutter.
Improves Customer Experience: Clients receive consistent communication since all history and details live under one account.
