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Overview
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This module will cover how to merge two prospect records in your CRM system.
Use Case(s)
You may need to merge two records if you have duplicate records. This can often happen when you add a new prospect manually, and if the prospect fills out a form attached to the CRM, creating duplicate records.
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Sometimes you may find the need to merge two CRM records together. This usually is the case when a record is manually created for a prospect, and then they later fill out an inquiry form which creates a second record for them. You may also merge converted prospect records into their Member record that syncs from the member website. Thankfully, the CRM offers the capability to easily merge two records into one, preserving any necessary data from both records. Here’s how it works:
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Downloadable Guide
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