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How can I merge accounts?
How can I merge accounts?
Training avatar
Written by Training
Updated over a week ago

This feature is only available for the following plans:


Click here for more information on our plans.

You can merge two accounts on ForceManager if needed. Access one of the accounts that you want to merge and click "Merge" in the top right corner of the screen to manage duplicate accounts.


All selected data for the account is under "Account 1" in the left column. Add the name of the account that you want to merge in the column right.


All fields for the first account are selected by default. Remember that selected fields prevail when accounts are merged. You can select fields for the second account so that they prevail.


Once all fields have been defined for the unified account, click "Merge".


Confirm the merging process.


Here's a video that shows an example of the merge process of two accounts:

If you still do not have this functionality and you are interested in it, please contact your Customer Success or the ForceManager support team (

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