Merge Organizations

You can merge organizations in case you have duplicates or when a contact from an organization was mistakenly added as a separate entity.

Follow this guide to learn how to complete the merge:

1. Click on the organization you want to merge

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2. Click on the three-dot menu

3. Click "Merge Organization"

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4. Select the organization from the list

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5. Click "Add"

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6. Click "Merge"

Click on β€œMerge” to combine the selected organization(s) with the primary organization. All information, including phone numbers, emails, and addresses, will be unified into the default organization.

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