In this article, we'll show you how to use the new merge companies feature.
For a step-by-step guide, click below:
From your Dashboard, open up the Companies tab.
Select the Primary Company (or the company record that you would like to keep.) This is the company that a Secondary Company will be merged into.
Select the Secondary Company or the company record you would like to merge into the Primary Company.
NOTE: This action cannot be undone.
NOTE: Timeline activity for both companies records will be preserved and merged into the primary company's record.
For more hands on help, reach out via the help chat in FollowUp CRM.