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How to merge two companies in CRM


Posted by: Nalini Gupta on 3/5/2010 10:08:00 AM

 

Go to the company you are trying to merge, click change from the right hand menu.


Click on Merge Company.




The following will appear at the bottom of the page:



Select the company you are trying to merge into the current company. Please note that the source company will get deleted and all information moved over to the target company.

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