*Before starting this process check both company records and make sure “Company Type” and “Sales Team” are the same in both companies. If not, make changes in the duplicate company record to make sure they are correct, and that they are the same.
You may need to eliminate duplicate company records by merging them together with “Merge to” function. The account information, contacts, opportunities, and sales all merge to the desired company record.
In the Companies screen, open the company you don’t want anymore. Use “Merge To” to locate the company you want to keep.
1. Left click “Companies.”
2. Open the company you don’t want to keep (the one you will be DELETING).
3. Left click “Merge to” button in top right corner.
4. Search for the company you want to keep. The “note” at the bottom of the window will tell you if the company type and sales team matches.
5. Left click the company name.
6. Left click “Yes” if you are sure it’s safe to proceed.
You will be seeing the details of the primary company that you merged all records into. Now we have to go back and look for the duplicate company, so we can delete it.
7. Left click “Companies.”
8. Left click drop down and select “Show All.”
9. Search for the company you want to delete.
10. Left click desired company to delete.
11. Left click “Delete” button to remove the duplicate company.
12. Left click “Yes” to confirm.
