Merge Accounts

What

This article provides a step-by-step guide on how managers and administrators can merge duplicate accounts within ShareBuilder CRM to maintain a clean and organized database.

Why

Over time, duplicate accounts with similar or identical names may be created, leading to fragmented information and potential confusion. Merging these duplicates ensures that all relevant data is consolidated into a single account, enhancing data integrity and simplifying account management.

How

1. Access the Merge Accounts Tool:

   • Navigate to the Companies section in the left-hand navigation bar.
   • Click on Tools and select Merge Duplicates.
   • Choose between Merge Accounts or Merge Agencies, depending on your needs.
     

2. Select Accounts to Merge:

   • In Column A, search by Account Executive (AE) or keyword to locate the accounts.
   • Hold down the Shift or Ctrl key on your keyboard to select multiple accounts to be merged.
   • If the duplicate accounts have different names, use Column B to search for the second account.
     

3. Compare and Merge Accounts:

   • After selecting the accounts, click on Compare and then Merge Accounts.
   • On the comparison page, use the round buttons to choose the preferred information for each field. These selections will determine the data displayed in the newly merged account.
   • Once all selections are made, click on Merge these Accounts to finalize the process.
     

Important Note:
Merging accounts will not remove any billing history. All historical billing data will be retained in the newly merged account.