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

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_wpG9WC79XAtnJ9feX5ExbP_doc.png

2. Click on the three-dot menu

image.png

3. Click "Merge Organization"

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_8AAvmC1AfjjDmpJdJoUycr_doc.png

4. Select the organization from the list

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_1jhFcjN3GS6wh4EZSNkXfP_doc.png

5. Click "Add"

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_8acjbbaGBXVQoQh8JUh27F_doc.png

6. Click "Merge"

Click on “Merge” 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.

quickguiddeScreenshots_8vYamvjSyONBdqx6eh12gCh2DGL2_vRdpTXMCaKWavZ7aLyppSa_6sw3PBGYnCwx5r8jPerLr9_doc.png