How do I merge two individuals together?

Modified on Fri, 6 Jan, 2023 at 10:08 AM

If you have duplicate entries in CRM and need to merge them together, simply click on the drop-down menu next to their name and choose 'Merge profile' as shown below:

You will then be presented with a pop-up window which will allow you to search for the person's other entry and select to confirm:

You will be shown a warning message to remind you that merging two entries cannot be undone. 

Once you have pressed the 'Confirm' button the changes will be implemented, and the two profiles merged.

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