How can I merge accounts?

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 on the right.


All fields for the first account are selected by default. 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 combined account, click "Merge".


Confirm the merging process.


Here's a video that shows an example of the merger process of two companies:

Was this article helpful?
Sign up to give your opinion about our articles.