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CRM Idea Center
Status Already exists
Categories Accounts & Contacts
Created by Heather Hebert
Created on Feb 1, 2024

Merge accounts

Is there a way we can merge accounts that are the same?

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    Alex Chesnutt
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    Mar 28, 2024

    Hi Heather!

    Thanks for reaching out and submitting your idea! Yes, Marketscape CRM has merge functionality! The ability to merge is permission based feature so dependingn on your role, it might be something that you'll have to have a manager or administrator complete for you. I've included a link to a help center article below but if you need additional assistance, please reach out to our support team at support@trellahealth.com!


    Merging and Deleting Duplicate Contacts Help Center Article